feat: add internal_port env var

[skip ci] Automatically generated by Django makemessages workflow

.gitignore

@@ -160,3 +160,6 @@ cython_debug/
 #  and can be added to the global gitignore or merged into this file.  For a more nuclear
 #  option (not recommended) you can uncomment the following to ignore the entire idea folder.
 .idea/
+
+postgres_data/
+.prod.env

README.md

@@ -126,6 +126,7 @@ To create the first user, open the container's console using Unraid's UI, by cli
 
 | variable                      | type        | default                           | explanation                                                                                                                                                                                                                              |
 |-------------------------------|-------------|-----------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
+| INTERNAL_PORT                 | int         | 8000                              | The port on which the app listens on. Defaults to 8000 if not set.                                                                                                                                       |
 | DJANGO_ALLOWED_HOSTS          | string      | localhost 127.0.0.1               | A list of space separated domains and IPs representing the host/domain names that WYGIWYH site can serve. [Click here](https://docs.djangoproject.com/en/5.1/ref/settings/#allowed-hosts) for more details                               |
 | HTTPS_ENABLED                 | true\|false | false                             | Whether to use secure cookies. If this is set to true, the cookie will be marked as “secure”, which means browsers may ensure that the cookie is only sent under an HTTPS connection                                                     |
 | URL                           | string      | http://localhost http://127.0.0.1 | A list of space separated domains and IPs (with the protocol) representing the trusted origins for unsafe requests (e.g. POST). [Click here](https://docs.djangoproject.com/en/5.1/ref/settings/#csrf-trusted-origins ) for more details |

app/WYGIWYH/settings.py

@@ -379,7 +379,7 @@ DEBUG_TOOLBAR_PANELS = [
     "debug_toolbar.panels.signals.SignalsPanel",
     "debug_toolbar.panels.redirects.RedirectsPanel",
     "debug_toolbar.panels.profiling.ProfilingPanel",
-    "cachalot.panels.CachalotPanel",
+    # "cachalot.panels.CachalotPanel",
 ]
 INTERNAL_IPS = [
     "127.0.0.1",

app/apps/accounts/forms.py

@@ -3,6 +3,7 @@ from crispy_forms.bootstrap import FormActions
 from crispy_forms.helper import FormHelper
 from crispy_forms.layout import Layout, Field, Column, Row
 from django import forms
+from django.db.models import Q
 from django.utils.translation import gettext_lazy as _
 
 from apps.accounts.models import Account
@@ -15,6 +16,7 @@ from apps.common.widgets.crispy.submit import NoClassSubmit
 from apps.common.widgets.tom_select import TomSelect
 from apps.transactions.models import TransactionCategory, TransactionTag
 from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
+from apps.currencies.models import Currency
 
 
 class AccountGroupForm(forms.ModelForm):
@@ -79,6 +81,18 @@ class AccountForm(forms.ModelForm):
 
         self.fields["group"].queryset = AccountGroup.objects.all()
 
+        if self.instance.id:
+            qs = Currency.objects.filter(
+                Q(is_archived=False) | Q(accounts=self.instance.id)
+            ).distinct()
+            self.fields["currency"].queryset = qs
+            self.fields["exchange_currency"].queryset = qs
+
+        else:
+            qs = Currency.objects.filter(Q(is_archived=False))
+            self.fields["currency"].queryset = qs
+            self.fields["exchange_currency"].queryset = qs
+
         self.helper = FormHelper()
         self.helper.form_tag = False
         self.helper.form_method = "post"

app/apps/api/views/transactions.py

@@ -1,3 +1,5 @@
+from copy import deepcopy
+
 from rest_framework import viewsets
 
 from apps.api.custom.pagination import CustomPageNumberPagination
@@ -30,8 +32,9 @@ class TransactionViewSet(viewsets.ModelViewSet):
         transaction_created.send(sender=instance)
 
     def perform_update(self, serializer):
+        old_data = deepcopy(Transaction.objects.get(pk=serializer.data["pk"]))
         instance = serializer.save()
-        transaction_updated.send(sender=instance)
+        transaction_updated.send(sender=instance, old_data=old_data)
 
     def partial_update(self, request, *args, **kwargs):
         kwargs["partial"] = True

app/apps/common/functions/decimals.py

@@ -9,5 +9,8 @@ def truncate_decimal(value, decimal_places):
     :param decimal_places: The number of decimal places to keep
     :return: Truncated Decimal value
     """
+    if isinstance(value, (int, float)):
+        value = Decimal(str(value))
+
     multiplier = Decimal(10**decimal_places)
     return (value * multiplier).to_integral_value(rounding=ROUND_DOWN) / multiplier

app/apps/common/tasks.py

@@ -23,7 +23,7 @@ async def remove_old_jobs(context, timestamp):
         return await builtin_tasks.remove_old_jobs(
             context,
             max_hours=744,
-            remove_error=True,
+            remove_failed=True,
             remove_cancelled=True,
             remove_aborted=True,
         )

app/apps/common/widgets/decimal.py

@@ -36,7 +36,7 @@ class ArbitraryDecimalDisplayNumberInput(forms.TextInput):
             {
                 "x-data": "",
                 "x-mask:dynamic": f"$money($input, '{get_format('DECIMAL_SEPARATOR')}', '{get_format('THOUSAND_SEPARATOR')}', '30')",
-                "x-on:keyup": "$el.dispatchEvent(new Event('input'))",
+                "x-on:keyup": "if (!['Control', 'Shift', 'Alt', 'Meta'].includes($event.key) && !(($event.ctrlKey || $event.metaKey) && $event.key.toLowerCase() === 'a')) $el.dispatchEvent(new Event('input'))",
             }
         )
 

app/apps/currencies/forms.py

@@ -26,6 +26,7 @@ class CurrencyForm(forms.ModelForm):
             "suffix",
             "code",
             "exchange_currency",
+            "is_archived",
         ]
         widgets = {
             "exchange_currency": TomSelect(),
@@ -40,6 +41,7 @@ class CurrencyForm(forms.ModelForm):
         self.helper.layout = Layout(
             "code",
             "name",
+            Switch("is_archived"),
             "decimal_places",
             "prefix",
             "suffix",

app/apps/currencies/migrations/0022_currency_is_archived.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.2.5 on 2025-08-30 00:47
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('currencies', '0021_alter_exchangerateservice_service_type'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='currency',
+            name='is_archived',
+            field=models.BooleanField(default=False, verbose_name='Archived'),
+        ),
+    ]

app/apps/currencies/models.py

@@ -32,6 +32,11 @@ class Currency(models.Model):
         help_text=_("Default currency for exchange calculations"),
     )
 
+    is_archived = models.BooleanField(
+        default=False,
+        verbose_name=_("Archived"),
+    )
+
     def __str__(self):
         return self.name
 

app/apps/currencies/tests.py

@@ -40,12 +40,6 @@ class CurrencyTests(TestCase):
         with self.assertRaises(ValidationError):
             currency.full_clean()
 
-    def test_currency_unique_code(self):
-        """Test that currency codes must be unique"""
-        Currency.objects.create(code="USD", name="US Dollar", decimal_places=2)
-        with self.assertRaises(IntegrityError):
-            Currency.objects.create(code="USD", name="Another Dollar", decimal_places=2)
-
     def test_currency_unique_name(self):
         """Test that currency names must be unique"""
         Currency.objects.create(code="USD", name="US Dollar", decimal_places=2)

app/apps/insights/utils/category_overview.py

@@ -12,7 +12,10 @@ from apps.currencies.utils.convert import convert
 def get_categories_totals(
     transactions_queryset, ignore_empty=False, show_entities=False
 ):
-    # First get the category totals as before
+    # Step 1: Aggregate transaction data by category and currency.
+    # This query calculates the total current and projected income/expense for each
+    # category by grouping transactions and summing up their amounts based on their
+    # type (income/expense) and payment status (paid/unpaid).
     category_currency_metrics = (
         transactions_queryset.values(
             "category",
@@ -76,7 +79,10 @@ def get_categories_totals(
         .order_by("category__name")
     )
 
-    # Get tag totals within each category with currency details
+    # Step 2: Aggregate transaction data by tag, category, and currency.
+    # This is similar to the category metrics but adds tags to the grouping,
+    # allowing for a breakdown of totals by tag within each category. It also
+    # handles untagged transactions, where the 'tags' field is None.
     tag_metrics = transactions_queryset.values(
         "category",
         "tags",
@@ -131,10 +137,12 @@ def get_categories_totals(
         ),
     )
 
-    # Process the results to structure by category
+    # Step 3: Initialize the main dictionary to structure the final results.
+    # The data will be organized hierarchically: category -> currency -> tags -> entities.
     result = {}
 
-    # Process category totals first
+    # Step 4: Process the aggregated category metrics to build the initial result structure.
+    # This loop iterates through each category's metrics and populates the `result` dict.
     for metric in category_currency_metrics:
         # Skip empty categories if ignore_empty is True
         if ignore_empty and all(
@@ -185,7 +193,7 @@ def get_categories_totals(
             "total_final": total_final,
         }
 
-        # Add exchanged values if exchange_currency exists
+        # Step 4a: Handle currency conversion for category totals if an exchange currency is defined.
         if metric["account__currency__exchange_currency"]:
             from_currency = Currency.objects.get(id=currency_id)
             exchange_currency = Currency.objects.get(
@@ -224,7 +232,7 @@ def get_categories_totals(
 
         result[category_id]["currencies"][currency_id] = currency_data
 
-    # Process tag totals and add them to the result, including untagged
+    # Step 5: Process the aggregated tag metrics and integrate them into the result structure.
     for tag_metric in tag_metrics:
         category_id = tag_metric["category"]
         tag_id = tag_metric["tags"]  # Will be None for untagged transactions
@@ -281,7 +289,7 @@ def get_categories_totals(
                 "total_final": tag_total_final,
             }
 
-            # Add exchange currency support for tags
+            # Step 5a: Handle currency conversion for tag totals.
             if tag_metric["account__currency__exchange_currency"]:
                 from_currency = Currency.objects.get(id=currency_id)
                 exchange_currency = Currency.objects.get(
@@ -322,6 +330,7 @@ def get_categories_totals(
                 currency_id
             ] = tag_currency_data
 
+    # Step 6: If requested, aggregate and process entity-level data.
     if show_entities:
         entity_metrics = transactions_queryset.values(
             "category",
@@ -389,14 +398,15 @@ def get_categories_totals(
             tag_id = entity_metric["tags"]
             entity_id = entity_metric["entities"]
 
-            if not entity_id:
-                continue
-
             if category_id in result:
                 tag_key = tag_id if tag_id is not None else "untagged"
                 if tag_key in result[category_id]["tags"]:
-                    entity_key = entity_id
+                    entity_key = entity_id if entity_id is not None else "no_entity"
-                    entity_name = entity_metric["entities__name"]
+                    entity_name = (
+                        entity_metric["entities__name"]
+                        if entity_id is not None
+                        else None
+                    )
 
                     if "entities" not in result[category_id]["tags"][tag_key]:
                         result[category_id]["tags"][tag_key]["entities"] = {}

app/apps/insights/utils/transactions.py

@@ -102,4 +102,6 @@ def get_transactions(
             account__in=request.user.untracked_accounts.all()
         )
 
+    transactions = transactions.exclude(account__currency__is_archived=True)
+
     return transactions

app/apps/net_worth/utils/calculate_net_worth.py

@@ -30,6 +30,7 @@ def calculate_historical_currency_net_worth(queryset):
             | Q(accounts__visibility="private", accounts__owner=None),
             accounts__is_archived=False,
             accounts__isnull=False,
+            is_archived=False,
         )
         .values_list("name", flat=True)
         .distinct()

app/apps/rules/forms.py

@@ -1,15 +1,19 @@
 from crispy_bootstrap5.bootstrap5 import Switch, BS5Accordion
 from crispy_forms.bootstrap import FormActions, AccordionGroup
 from crispy_forms.helper import FormHelper
-from crispy_forms.layout import Layout, Field, Row, Column
+from crispy_forms.layout import Layout, Field, Row, Column, HTML
 from django import forms
 from django.core.exceptions import ValidationError
 from django.utils.translation import gettext_lazy as _
 
 from apps.common.widgets.crispy.submit import NoClassSubmit
-from apps.common.widgets.tom_select import TomSelect
+from apps.common.widgets.crispy.submit import NoClassSubmit
+from apps.common.widgets.tom_select import TomSelect, TransactionSelect
 from apps.rules.models import TransactionRule, UpdateOrCreateTransactionRuleAction
 from apps.rules.models import TransactionRuleAction
+from apps.common.fields.forms.dynamic_select import DynamicModelChoiceField
+from apps.transactions.forms import BulkEditTransactionForm
+from apps.transactions.models import Transaction
 
 
 class TransactionRuleForm(forms.ModelForm):
@@ -40,6 +44,8 @@ class TransactionRuleForm(forms.ModelForm):
                 Column(Switch("on_create")),
                 Column(Switch("on_delete")),
             ),
+            "order",
+            Switch("sequenced"),
             "description",
             "trigger",
         )
@@ -65,10 +71,11 @@ class TransactionRuleForm(forms.ModelForm):
 class TransactionRuleActionForm(forms.ModelForm):
     class Meta:
         model = TransactionRuleAction
-        fields = ("value", "field")
+        fields = ("value", "field", "order")
         labels = {
             "field": _("Set field"),
             "value": _("To"),
+            "order": _("Order"),
         }
         widgets = {"field": TomSelect(clear_button=False)}
 
@@ -82,6 +89,7 @@ class TransactionRuleActionForm(forms.ModelForm):
         self.helper.form_method = "post"
         # TO-DO: Add helper with available commands
         self.helper.layout = Layout(
+            "order",
             "field",
             "value",
         )
@@ -147,9 +155,11 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
             "search_category_operator": TomSelect(clear_button=False),
             "search_internal_note_operator": TomSelect(clear_button=False),
             "search_internal_id_operator": TomSelect(clear_button=False),
+            "search_mute_operator": TomSelect(clear_button=False),
         }
 
         labels = {
+            "order": _("Order"),
             "search_account_operator": _("Operator"),
             "search_type_operator": _("Operator"),
             "search_is_paid_operator": _("Operator"),
@@ -163,6 +173,7 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
             "search_internal_id_operator": _("Operator"),
             "search_tags_operator": _("Operator"),
             "search_entities_operator": _("Operator"),
+            "search_mute_operator": _("Operator"),
             "search_account": _("Account"),
             "search_type": _("Type"),
             "search_is_paid": _("Paid"),
@@ -176,6 +187,7 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
             "search_internal_id": _("Internal ID"),
             "search_tags": _("Tags"),
             "search_entities": _("Entities"),
+            "search_mute": _("Mute"),
             "set_account": _("Account"),
             "set_type": _("Type"),
             "set_is_paid": _("Paid"),
@@ -189,6 +201,7 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
             "set_category": _("Category"),
             "set_internal_note": _("Internal Note"),
             "set_internal_id": _("Internal ID"),
+            "set_mute": _("Mute"),
         }
 
     def __init__(self, *args, **kwargs):
@@ -200,6 +213,7 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
         self.helper.form_method = "post"
 
         self.helper.layout = Layout(
+            "order",
             BS5Accordion(
                 AccordionGroup(
                     _("Search Criteria"),
@@ -224,6 +238,16 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
                             css_class="form-group col-md-8",
                         ),
                     ),
+                    Row(
+                        Column(
+                            Field("search_mute_operator"),
+                            css_class="form-group col-md-4",
+                        ),
+                        Column(
+                            Field("search_mute", rows=1),
+                            css_class="form-group col-md-8",
+                        ),
+                    ),
                     Row(
                         Column(
                             Field("search_account_operator"),
@@ -340,6 +364,7 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
                     _("Set Values"),
                     Field("set_type", rows=1),
                     Field("set_is_paid", rows=1),
+                    Field("set_mute", rows=1),
                     Field("set_account", rows=1),
                     Field("set_entities", rows=1),
                     Field("set_date", rows=1),
@@ -381,3 +406,112 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
         if commit:
             instance.save()
         return instance
+
+
+class DryRunCreatedTransacion(forms.Form):
+    transaction = DynamicModelChoiceField(
+        model=Transaction,
+        to_field_name="id",
+        label=_("Transaction"),
+        required=True,
+        queryset=Transaction.objects.none(),
+        widget=TransactionSelect(clear_button=False, income=True, expense=True),
+        help_text=_("Type to search for a transaction"),
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.layout = Layout(
+            "transaction",
+            FormActions(
+                NoClassSubmit(
+                    "submit", _("Test"), css_class="btn btn-outline-primary w-100"
+                ),
+            ),
+        )
+
+        if self.data.get("transaction"):
+            try:
+                transaction = Transaction.objects.get(id=self.data.get("transaction"))
+            except Transaction.DoesNotExist:
+                transaction = None
+
+            if transaction:
+                self.fields["transaction"].queryset = Transaction.objects.filter(
+                    id=transaction.id
+                )
+
+
+class DryRunDeletedTransacion(forms.Form):
+    transaction = DynamicModelChoiceField(
+        model=Transaction,
+        to_field_name="id",
+        label=_("Transaction"),
+        required=True,
+        queryset=Transaction.objects.none(),
+        widget=TransactionSelect(clear_button=False, income=True, expense=True),
+        help_text=_("Type to search for a transaction"),
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.layout = Layout(
+            "transaction",
+            FormActions(
+                NoClassSubmit(
+                    "submit", _("Test"), css_class="btn btn-outline-primary w-100"
+                ),
+            ),
+        )
+
+        if self.data.get("transaction"):
+            try:
+                transaction = Transaction.objects.get(id=self.data.get("transaction"))
+            except Transaction.DoesNotExist:
+                transaction = None
+
+            if transaction:
+                self.fields["transaction"].queryset = Transaction.objects.filter(
+                    id=transaction.id
+                )
+
+
+class DryRunUpdatedTransactionForm(BulkEditTransactionForm):
+    transaction = DynamicModelChoiceField(
+        model=Transaction,
+        to_field_name="id",
+        label=_("Transaction"),
+        required=True,
+        queryset=Transaction.objects.none(),
+        widget=TransactionSelect(clear_button=False, income=True, expense=True),
+        help_text=_("Type to search for a transaction"),
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+        self.helper.layout.insert(0, "transaction")
+        self.helper.layout.insert(1, HTML("<hr/>"))
+
+        # Change submit button
+        self.helper.layout[-1] = FormActions(
+            NoClassSubmit(
+                "submit", _("Test"), css_class="btn btn-outline-primary w-100"
+            )
+        )
+
+        if self.data.get("transaction"):
+            try:
+                transaction = Transaction.objects.get(id=self.data.get("transaction"))
+            except Transaction.DoesNotExist:
+                transaction = None
+
+            if transaction:
+                self.fields["transaction"].queryset = Transaction.objects.filter(
+                    id=transaction.id
+                )

app/apps/rules/migrations/0015_alter_transactionruleaction_options_and_more.py

@@ -0,0 +1,39 @@
+# Generated by Django 5.2 on 2025-08-30 18:48
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("rules", "0014_alter_transactionrule_owner_and_more"),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name="transactionruleaction",
+            options={
+                "ordering": ["order"],
+                "verbose_name": "Edit transaction action",
+                "verbose_name_plural": "Edit transaction actions",
+            },
+        ),
+        migrations.AlterModelOptions(
+            name="updateorcreatetransactionruleaction",
+            options={
+                "ordering": ["order"],
+                "verbose_name": "Update or create transaction action",
+                "verbose_name_plural": "Update or create transaction actions",
+            },
+        ),
+        migrations.AddField(
+            model_name="transactionruleaction",
+            name="order",
+            field=models.PositiveIntegerField(default=0, verbose_name="Order"),
+        ),
+        migrations.AddField(
+            model_name="updateorcreatetransactionruleaction",
+            name="order",
+            field=models.PositiveIntegerField(default=0, verbose_name="Order"),
+        ),
+    ]

app/apps/rules/migrations/0016_transactionrule_sequenced.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.2.5 on 2025-08-31 18:42
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0015_alter_transactionruleaction_options_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='transactionrule',
+            name='sequenced',
+            field=models.BooleanField(default=False, verbose_name='Sequenced'),
+        ),
+    ]

app/apps/rules/migrations/0017_updateorcreatetransactionruleaction_search_mute_and_more.py

@@ -0,0 +1,33 @@
+# Generated by Django 5.2.5 on 2025-08-31 19:09
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0016_transactionrule_sequenced'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_mute',
+            field=models.TextField(blank=True, verbose_name='Search Mute'),
+        ),
+        migrations.AddField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_mute_operator',
+            field=models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Mute Operator'),
+        ),
+        migrations.AddField(
+            model_name='updateorcreatetransactionruleaction',
+            name='set_mute',
+            field=models.TextField(blank=True, verbose_name='Mute'),
+        ),
+        migrations.AlterField(
+            model_name='transactionruleaction',
+            name='field',
+            field=models.CharField(choices=[('account', 'Account'), ('type', 'Type'), ('is_paid', 'Paid'), ('date', 'Date'), ('reference_date', 'Reference Date'), ('mute', 'Mute'), ('amount', 'Amount'), ('description', 'Description'), ('notes', 'Notes'), ('category', 'Category'), ('tags', 'Tags'), ('entities', 'Entities'), ('internal_nome', 'Internal Note'), ('internal_id', 'Internal ID')], max_length=50, verbose_name='Field'),
+        ),
+    ]

app/apps/rules/migrations/0018_transactionrule_order.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.2.5 on 2025-09-02 14:52
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0017_updateorcreatetransactionruleaction_search_mute_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='transactionrule',
+            name='order',
+            field=models.PositiveIntegerField(default=0, verbose_name='Order'),
+        ),
+    ]

app/apps/rules/models.py

@@ -13,6 +13,11 @@ class TransactionRule(SharedObject):
     name = models.CharField(max_length=100, verbose_name=_("Name"))
     description = models.TextField(blank=True, null=True, verbose_name=_("Description"))
     trigger = models.TextField(verbose_name=_("Trigger"))
+    sequenced = models.BooleanField(
+        verbose_name=_("Sequenced"),
+        default=False,
+    )
+    order = models.PositiveIntegerField(default=0, verbose_name=_("Order"))
 
     objects = SharedObjectManager()
     all_objects = models.Manager()  # Unfiltered manager
@@ -32,12 +37,15 @@ class TransactionRuleAction(models.Model):
         is_paid = "is_paid", _("Paid")
         date = "date", _("Date")
         reference_date = "reference_date", _("Reference Date")
+        mute = "mute", _("Mute")
         amount = "amount", _("Amount")
         description = "description", _("Description")
         notes = "notes", _("Notes")
         category = "category", _("Category")
         tags = "tags", _("Tags")
         entities = "entities", _("Entities")
+        internal_note = "internal_nome", _("Internal Note")
+        internal_id = "internal_id", _("Internal ID")
 
     rule = models.ForeignKey(
         TransactionRule,
@@ -51,6 +59,7 @@ class TransactionRuleAction(models.Model):
         verbose_name=_("Field"),
     )
     value = models.TextField(verbose_name=_("Value"))
+    order = models.PositiveIntegerField(default=0, verbose_name=_("Order"))
 
     def __str__(self):
         return f"{self.rule} - {self.field} - {self.value}"
@@ -59,6 +68,11 @@ class TransactionRuleAction(models.Model):
         verbose_name = _("Edit transaction action")
         verbose_name_plural = _("Edit transaction actions")
         unique_together = (("rule", "field"),)
+        ordering = ["order"]
+
+    @property
+    def action_type(self):
+        return "edit_transaction"
 
 
 class UpdateOrCreateTransactionRuleAction(models.Model):
@@ -237,6 +251,17 @@ class UpdateOrCreateTransactionRuleAction(models.Model):
         verbose_name="Internal ID Operator",
     )
 
+    search_mute = models.TextField(
+        verbose_name="Search Mute",
+        blank=True,
+    )
+    search_mute_operator = models.CharField(
+        max_length=10,
+        choices=SearchOperator.choices,
+        default=SearchOperator.EXACT,
+        verbose_name="Mute Operator",
+    )
+
     # Set fields
     set_account = models.TextField(
         verbose_name=_("Account"),
@@ -290,10 +315,21 @@ class UpdateOrCreateTransactionRuleAction(models.Model):
         verbose_name=_("Tags"),
         blank=True,
     )
+    set_mute = models.TextField(
+        verbose_name=_("Mute"),
+        blank=True,
+    )
+
+    order = models.PositiveIntegerField(default=0, verbose_name=_("Order"))
 
     class Meta:
         verbose_name = _("Update or create transaction action")
         verbose_name_plural = _("Update or create transaction actions")
+        ordering = ["order"]
+
+    @property
+    def action_type(self):
+        return "update_or_create_transaction"
 
     def __str__(self):
         return f"Update or create transaction action for {self.rule}"
@@ -325,6 +361,10 @@ class UpdateOrCreateTransactionRuleAction(models.Model):
             value = simple.eval(self.search_is_paid)
             search_query &= add_to_query("is_paid", value, self.search_is_paid_operator)
 
+        if self.search_mute:
+            value = simple.eval(self.search_mute)
+            search_query &= add_to_query("mute", value, self.search_mute_operator)
+
         if self.search_date:
             value = simple.eval(self.search_date)
             search_query &= add_to_query("date", value, self.search_date_operator)

app/apps/rules/signals.py

@@ -9,40 +9,17 @@ from apps.transactions.models import (
 )
 from apps.rules.tasks import check_for_transaction_rules
 from apps.common.middleware.thread_local import get_current_user
+from apps.rules.utils.transactions import serialize_transaction
 
 
 @receiver(transaction_created)
 @receiver(transaction_updated)
 @receiver(transaction_deleted)
 def transaction_changed_receiver(sender: Transaction, signal, **kwargs):
+    old_data = kwargs.get("old_data")
     if signal is transaction_deleted:
         # Serialize transaction data for processing
-        transaction_data = {
+        transaction_data = serialize_transaction(sender, deleted=True)
-            "id": sender.id,
-            "account": (sender.account.id, sender.account.name),
-            "account_group": (
-                sender.account.group.id if sender.account.group else None,
-                sender.account.group.name if sender.account.group else None,
-            ),
-            "type": str(sender.type),
-            "is_paid": sender.is_paid,
-            "is_asset": sender.account.is_asset,
-            "is_archived": sender.account.is_archived,
-            "category": (
-                sender.category.id if sender.category else None,
-                sender.category.name if sender.category else None,
-            ),
-            "date": sender.date.isoformat(),
-            "reference_date": sender.reference_date.isoformat(),
-            "amount": str(sender.amount),
-            "description": sender.description,
-            "notes": sender.notes,
-            "tags": list(sender.tags.values_list("id", "name")),
-            "entities": list(sender.entities.values_list("id", "name")),
-            "deleted": True,
-            "internal_note": sender.internal_note,
-            "internal_id": sender.internal_id,
-        }
 
         check_for_transaction_rules.defer(
             transaction_data=transaction_data,
@@ -59,6 +36,9 @@ def transaction_changed_receiver(sender: Transaction, signal, **kwargs):
         dca_entry.amount_received = sender.amount
         dca_entry.save()
 
+    if signal is transaction_updated and old_data:
+        old_data = serialize_transaction(old_data, deleted=False)
+
     check_for_transaction_rules.defer(
         instance_id=sender.id,
         user_id=get_current_user().id,
@@ -67,4 +47,5 @@ def transaction_changed_receiver(sender: Transaction, signal, **kwargs):
             if signal is transaction_created
             else "transaction_updated"
         ),
+        old_data=old_data,
     )

app/apps/rules/urls.py

@@ -42,6 +42,21 @@ urlpatterns = [
         views.transaction_rule_take_ownership,
         name="transaction_rule_take_ownership",
     ),
+    path(
+        "rules/transaction/<int:pk>/dry-run/created/",
+        views.dry_run_rule_created,
+        name="transaction_rule_dry_run_created",
+    ),
+    path(
+        "rules/transaction/<int:pk>/dry-run/deleted/",
+        views.dry_run_rule_deleted,
+        name="transaction_rule_dry_run_deleted",
+    ),
+    path(
+        "rules/transaction/<int:pk>/dry-run/updated/",
+        views.dry_run_rule_updated,
+        name="transaction_rule_dry_run_updated",
+    ),
     path(
         "rules/transaction/<int:pk>/share/",
         views.transaction_rule_share,

app/apps/rules/utils/transactions.py

@@ -0,0 +1,101 @@
+import logging
+from decimal import Decimal
+
+from django.db.models import Sum, Value, DecimalField, Case, When, F
+from django.db.models.functions import Coalesce
+
+from apps.transactions.models import (
+    Transaction,
+)
+
+logger = logging.getLogger(__name__)
+
+
+class TransactionsGetter:
+    def __init__(self, **filters):
+        self.__queryset = Transaction.objects.filter(**filters)
+
+    def exclude(self, **exclude_filters):
+        self.__queryset = self.__queryset.exclude(**exclude_filters)
+
+        return self
+
+    @property
+    def sum(self):
+        return self.__queryset.aggregate(
+            total=Coalesce(
+                Sum("amount"), Value(Decimal("0")), output_field=DecimalField()
+            )
+        )["total"]
+
+    @property
+    def balance(self):
+        return abs(
+            self.__queryset.aggregate(
+                balance=Coalesce(
+                    Sum(
+                        Case(
+                            When(type=Transaction.Type.EXPENSE, then=-F("amount")),
+                            default=F("amount"),
+                            output_field=DecimalField(),
+                        )
+                    ),
+                    Value(Decimal("0")),
+                    output_field=DecimalField(),
+                )
+            )["balance"]
+        )
+
+    @property
+    def raw_balance(self):
+        return self.__queryset.aggregate(
+            balance=Coalesce(
+                Sum(
+                    Case(
+                        When(type=Transaction.Type.EXPENSE, then=-F("amount")),
+                        default=F("amount"),
+                        output_field=DecimalField(),
+                    )
+                ),
+                Value(Decimal("0")),
+                output_field=DecimalField(),
+            )
+        )["balance"]
+
+
+def serialize_transaction(sender: Transaction, deleted: bool):
+    return {
+        "id": sender.id,
+        "account": (sender.account.id, sender.account.name),
+        "account_group": (
+            sender.account.group.id if sender.account.group else None,
+            sender.account.group.name if sender.account.group else None,
+        ),
+        "type": str(sender.type),
+        "is_paid": sender.is_paid,
+        "is_asset": sender.account.is_asset,
+        "is_archived": sender.account.is_archived,
+        "category": (
+            sender.category.id if sender.category else None,
+            sender.category.name if sender.category else None,
+        ),
+        "date": sender.date.isoformat(),
+        "reference_date": sender.reference_date.isoformat(),
+        "amount": str(sender.amount),
+        "description": sender.description,
+        "notes": sender.notes,
+        "tags": list(sender.tags.values_list("id", "name")),
+        "entities": list(sender.entities.values_list("id", "name")),
+        "deleted": deleted,
+        "internal_note": sender.internal_note,
+        "internal_id": sender.internal_id,
+        "mute": sender.mute,
+        "installment_id": sender.installment_id if sender.installment_plan else None,
+        "installment_total": (
+            sender.installment_plan.number_of_installments
+            if sender.installment_plan is not None
+            else None
+        ),
+        "installment": sender.installment_plan is not None,
+        "recurring_transaction": sender.recurring_transaction is not None,
+    }

app/apps/rules/views.py

@@ -1,5 +1,10 @@
+from itertools import chain
+
+from copy import deepcopy
+
 from django.contrib import messages
 from django.contrib.auth.decorators import login_required
+from django.db import transaction
 from django.http import HttpResponse
 from django.shortcuts import render, get_object_or_404, redirect
 from django.utils.translation import gettext_lazy as _
@@ -10,6 +15,9 @@ from apps.rules.forms import (
     TransactionRuleForm,
     TransactionRuleActionForm,
     UpdateOrCreateTransactionRuleActionForm,
+    DryRunCreatedTransacion,
+    DryRunDeletedTransacion,
+    DryRunUpdatedTransactionForm,
 )
 from apps.rules.models import (
     TransactionRule,
@@ -19,6 +27,11 @@ from apps.rules.models import (
 from apps.common.models import SharedObject
 from apps.common.forms import SharedObjectForm
 from apps.common.decorators.demo import disabled_on_demo
+from apps.rules.tasks import check_for_transaction_rules
+from apps.common.middleware.thread_local import get_current_user
+from apps.rules.signals import transaction_created, transaction_updated
+from apps.rules.utils.transactions import serialize_transaction
+from apps.transactions.models import Transaction
 
 
 @login_required
@@ -36,7 +49,7 @@ def rules_index(request):
 @disabled_on_demo
 @require_http_methods(["GET"])
 def rules_list(request):
-    transaction_rules = TransactionRule.objects.all().order_by("id")
+    transaction_rules = TransactionRule.objects.all().order_by("order", "id")
     return render(
         request,
         "rules/fragments/list.html",
@@ -140,10 +153,20 @@ def transaction_rule_edit(request, transaction_rule_id):
 def transaction_rule_view(request, transaction_rule_id):
     transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
 
+    edit_actions = transaction_rule.transaction_actions.all()
+    update_or_create_actions = (
+        transaction_rule.update_or_create_transaction_actions.all()
+    )
+
+    all_actions = sorted(
+        chain(edit_actions, update_or_create_actions),
+        key=lambda a: a.order,
+    )
+
     return render(
         request,
         "rules/fragments/transaction_rule/view.html",
-        {"transaction_rule": transaction_rule},
+        {"transaction_rule": transaction_rule, "all_actions": all_actions},
     )
 
 
@@ -406,3 +429,156 @@ def update_or_create_transaction_rule_action_delete(request, pk):
             "HX-Trigger": "updated, hide_offcanvas",
         },
     )
+
+
+@only_htmx
+@login_required
+@disabled_on_demo
+@require_http_methods(["GET", "POST"])
+def dry_run_rule_created(request, pk):
+    rule = get_object_or_404(TransactionRule, id=pk)
+    logs = None
+    results = None
+
+    if request.method == "POST":
+        form = DryRunCreatedTransacion(request.POST)
+        if form.is_valid():
+            try:
+                with transaction.atomic():
+                    logs, results = check_for_transaction_rules(
+                        instance_id=form.cleaned_data["transaction"].id,
+                        signal="transaction_created",
+                        dry_run=True,
+                        rule_id=rule.id,
+                        user_id=get_current_user().id,
+                    )
+                    logs = "\n".join(logs)
+
+                    response = render(
+                        request,
+                        "rules/fragments/transaction_rule/dry_run/created.html",
+                        {"form": form, "rule": rule, "logs": logs, "results": results},
+                    )
+
+                    raise Exception("ROLLBACK")
+            except Exception:
+                pass
+
+            return response
+
+    else:
+        form = DryRunCreatedTransacion()
+
+    return render(
+        request,
+        "rules/fragments/transaction_rule/dry_run/created.html",
+        {"form": form, "rule": rule, "logs": logs, "results": results},
+    )
+
+
+@only_htmx
+@login_required
+@disabled_on_demo
+@require_http_methods(["GET", "POST"])
+def dry_run_rule_deleted(request, pk):
+    rule = get_object_or_404(TransactionRule, id=pk)
+    logs = None
+    results = None
+
+    if request.method == "POST":
+        form = DryRunDeletedTransacion(request.POST)
+        if form.is_valid():
+            try:
+                with transaction.atomic():
+                    logs, results = check_for_transaction_rules(
+                        instance_id=form.cleaned_data["transaction"].id,
+                        signal="transaction_deleted",
+                        dry_run=True,
+                        rule_id=rule.id,
+                        user_id=get_current_user().id,
+                    )
+                    logs = "\n".join(logs)
+
+                    response = render(
+                        request,
+                        "rules/fragments/transaction_rule/dry_run/created.html",
+                        {"form": form, "rule": rule, "logs": logs, "results": results},
+                    )
+
+                    raise Exception("ROLLBACK")
+            except Exception:
+                pass
+
+        return response
+
+    else:
+        form = DryRunDeletedTransacion()
+
+    return render(
+        request,
+        "rules/fragments/transaction_rule/dry_run/deleted.html",
+        {"form": form, "rule": rule, "logs": logs, "results": results},
+    )
+
+
+@only_htmx
+@login_required
+@disabled_on_demo
+@require_http_methods(["GET", "POST"])
+def dry_run_rule_updated(request, pk):
+    rule = get_object_or_404(TransactionRule, id=pk)
+    logs = None
+    results = None
+
+    if request.method == "POST":
+        form = DryRunUpdatedTransactionForm(request.POST)
+        if form.is_valid():
+            base_transaction = Transaction.objects.get(
+                id=request.POST.get("transaction")
+            )
+            old_data = deepcopy(base_transaction)
+            try:
+                with transaction.atomic():
+                    for field_name, value in form.cleaned_data.items():
+                        if value or isinstance(
+                            value, bool
+                        ):  # Only update fields that have been filled in the form
+                            if field_name == "tags":
+                                base_transaction.tags.set(value)
+                            elif field_name == "entities":
+                                base_transaction.entities.set(value)
+                            else:
+                                setattr(base_transaction, field_name, value)
+
+                    base_transaction.save()
+
+                    logs, results = check_for_transaction_rules(
+                        instance_id=base_transaction.id,
+                        signal="transaction_updated",
+                        dry_run=True,
+                        rule_id=rule.id,
+                        user_id=get_current_user().id,
+                        old_data=old_data,
+                    )
+                    logs = "\n".join(logs) if logs else ""
+
+                    response = render(
+                        request,
+                        "rules/fragments/transaction_rule/dry_run/created.html",
+                        {"form": form, "rule": rule, "logs": logs, "results": results},
+                    )
+
+                    # This will rollback the transaction
+                    raise Exception("ROLLBACK")
+            except Exception:
+                pass
+
+            return response
+    else:
+        form = DryRunUpdatedTransactionForm(initial={"is_paid": None, "type": None})
+
+    return render(
+        request,
+        "rules/fragments/transaction_rule/dry_run/updated.html",
+        {"form": form, "rule": rule, "logs": logs, "results": results},
+    )

app/apps/transactions/forms.py

@@ -1,3 +1,5 @@
+from copy import deepcopy
+
 from crispy_bootstrap5.bootstrap5 import Switch, BS5Accordion
 from crispy_forms.bootstrap import FormActions, AccordionGroup, AppendedText
 from crispy_forms.helper import FormHelper
@@ -239,11 +241,16 @@ class TransactionForm(forms.ModelForm):
     def save(self, **kwargs):
         is_new = not self.instance.id
 
+        if not is_new:
+            old_data = deepcopy(Transaction.objects.get(pk=self.instance.id))
+        else:
+            old_data = None
+
         instance = super().save(**kwargs)
         if is_new:
             transaction_created.send(sender=instance)
         else:
-            transaction_updated.send(sender=instance)
+            transaction_updated.send(sender=instance, old_data=old_data)
 
         return instance
 
@@ -347,11 +354,6 @@ class QuickTransactionForm(forms.ModelForm):
                 Column("entities", css_class="form-group col-md-6 mb-0"),
                 css_class="form-row",
             ),
-            Row(
-                Column(Field("date"), css_class="form-group col-md-6 mb-0"),
-                Column(Field("reference_date"), css_class="form-group col-md-6 mb-0"),
-                css_class="form-row",
-            ),
             "description",
             Field("amount", inputmode="decimal"),
             Row(
@@ -387,35 +389,115 @@ class QuickTransactionForm(forms.ModelForm):
             )
 
 
-class BulkEditTransactionForm(TransactionForm):
+class BulkEditTransactionForm(forms.Form):
-    is_paid = forms.NullBooleanField(required=False)
+    type = forms.ChoiceField(
+        choices=(Transaction.Type.choices),
+        required=False,
+        label=_("Type"),
+    )
+    is_paid = forms.NullBooleanField(
+        required=False,
+        label=_("Paid"),
+    )
+    account = DynamicModelChoiceField(
+        model=Account,
+        required=False,
+        label=_("Account"),
+        queryset=Account.objects.filter(is_archived=False),
+        widget=TomSelect(clear_button=False, group_by="group"),
+    )
+    date = forms.DateField(
+        label=_("Date"),
+        required=False,
+        widget=AirDatePickerInput(clear_button=False),
+    )
+    reference_date = forms.DateField(
+        widget=AirMonthYearPickerInput(),
+        label=_("Reference Date"),
+        required=False,
+    )
+    amount = forms.DecimalField(
+        max_digits=42,
+        decimal_places=30,
+        required=False,
+        label=_("Amount"),
+        widget=ArbitraryDecimalDisplayNumberInput(),
+    )
+    description = forms.CharField(
+        max_length=500, required=False, label=_("Description")
+    )
+    notes = forms.CharField(
+        required=False,
+        widget=forms.Textarea(attrs={"rows": 3}),
+        label=_("Notes"),
+    )
+    category = DynamicModelChoiceField(
+        create_field="name",
+        model=TransactionCategory,
+        required=False,
+        label=_("Category"),
+        queryset=TransactionCategory.objects.filter(active=True),
+    )
+    tags = DynamicModelMultipleChoiceField(
+        model=TransactionTag,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Tags"),
+        queryset=TransactionTag.objects.filter(active=True),
+    )
+    entities = DynamicModelMultipleChoiceField(
+        model=TransactionEntity,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Entities"),
+        queryset=TransactionEntity.objects.all(),
+    )
 
     def __init__(self, *args, **kwargs):
         super().__init__(*args, **kwargs)
-        # Make all fields optional
-        for field_name, field in self.fields.items():
-            field.required = False
 
-        del self.helper.layout[-1]  # Remove button
+        self.fields["account"].queryset = Account.objects.filter(
-        del self.helper.layout[0:2]  # Remove type, is_paid field
+            is_archived=False,
+        )
 
-        self.helper.layout.insert(
+        self.fields["category"].queryset = TransactionCategory.objects.filter(
-            0,
+            active=True
+        )
+        self.fields["tags"].queryset = TransactionTag.objects.filter(active=True)
+        self.fields["entities"].queryset = TransactionEntity.objects.all()
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+        self.helper.layout = Layout(
             Field(
                 "type",
                 template="transactions/widgets/unselectable_income_expense_toggle_buttons.html",
             ),
-        )
-
-        self.helper.layout.insert(
-            1,
             Field(
                 "is_paid",
                 template="transactions/widgets/unselectable_paid_toggle_button.html",
             ),
-        )
+            Row(
-
+                Column("account", css_class="form-group col-md-6 mb-0"),
-        self.helper.layout.append(
+                Column("entities", css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            Row(
+                Column(Field("date"), css_class="form-group col-md-6 mb-0"),
+                Column(Field("reference_date"), css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            "description",
+            Field("amount", inputmode="decimal"),
+            Row(
+                Column("category", css_class="form-group col-md-6 mb-0"),
+                Column("tags", css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            "notes",
             FormActions(
                 NoClassSubmit(
                     "submit", _("Update"), css_class="btn btn-outline-primary w-100"
@@ -423,6 +505,9 @@ class BulkEditTransactionForm(TransactionForm):
             ),
         )
 
+        self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
+        self.fields["date"].widget = AirDatePickerInput(clear_button=False)
+
 
 class TransferForm(forms.Form):
     from_account = forms.ModelChoiceField(

app/apps/transactions/models.py

@@ -1,4 +1,6 @@
+import decimal
 import logging
+from copy import deepcopy
 
 from dateutil.relativedelta import relativedelta
 from django.conf import settings
@@ -33,13 +35,13 @@ transaction_deleted = Signal()
 
 class SoftDeleteQuerySet(models.QuerySet):
     @staticmethod
-    def _emit_signals(instances, created=False):
+    def _emit_signals(instances, created=False, old_data=None):
         """Helper to emit signals for multiple instances"""
-        for instance in instances:
+        for i, instance in enumerate(instances):
             if created:
                 transaction_created.send(sender=instance)
             else:
-                transaction_updated.send(sender=instance)
+                transaction_updated.send(sender=instance, old_data=old_data[i])
 
     def bulk_create(self, objs, emit_signal=True, **kwargs):
         instances = super().bulk_create(objs, **kwargs)
@@ -50,22 +52,25 @@ class SoftDeleteQuerySet(models.QuerySet):
         return instances
 
     def bulk_update(self, objs, fields, emit_signal=True, **kwargs):
+        old_data = deepcopy(objs)
         result = super().bulk_update(objs, fields, **kwargs)
 
         if emit_signal:
-            self._emit_signals(objs, created=False)
+            self._emit_signals(objs, created=False, old_data=old_data)
 
         return result
 
     def update(self, emit_signal=True, **kwargs):
         # Get instances before update
         instances = list(self)
+        old_data = deepcopy(instances)
+
         result = super().update(**kwargs)
 
         if emit_signal:
             # Refresh instances to get new values
             refreshed = self.model.objects.filter(pk__in=[obj.pk for obj in instances])
-            self._emit_signals(refreshed, created=False)
+            self._emit_signals(refreshed, created=False, old_data=old_data)
 
         return result
 
@@ -376,7 +381,10 @@ class Transaction(OwnedObject):
         db_table = "transactions"
         default_manager_name = "objects"
 
-    def save(self, *args, **kwargs):
+    def clean_fields(self, *args, **kwargs):
+        if isinstance(self.amount, (str, int, float)):
+            self.amount = decimal.Decimal(str(self.amount))
+
         self.amount = truncate_decimal(
             value=self.amount, decimal_places=self.account.currency.decimal_places
         )
@@ -386,6 +394,11 @@ class Transaction(OwnedObject):
         elif not self.reference_date and self.date:
             self.reference_date = self.date.replace(day=1)
 
+        super().clean_fields(*args, **kwargs)
+
+    def save(self, *args, **kwargs):
+        # This is not recommended as it will run twice on some cases like form and API saves.
+        # We only do this here because we forgot to independently call it on multiple places.
         self.full_clean()
         super().save(*args, **kwargs)
 
@@ -443,12 +456,58 @@ class Transaction(OwnedObject):
         type_display = self.get_type_display()
         frmt_date = date(self.date, "SHORT_DATE_FORMAT")
         account = self.account
-        tags = ", ".join([x.name for x in self.tags.all()]) or _("No tags")
+        tags = (
+            ", ".join([x.name for x in self.tags.all()])
+            if self.id
+            else None or _("No tags")
+        )
         category = self.category or _("No category")
         amount = localize_number(drop_trailing_zeros(self.amount))
         description = self.description or _("No description")
         return f"[{frmt_date}][{type_display}][{account}] {description} • {category} • {tags} • {amount}"
 
+    def deepcopy(self, memo=None):
+        """
+        Creates a deep copy of the transaction instance.
+
+        This method returns a new, unsaved Transaction instance with the same
+        values as the original, including its many-to-many relationships.
+        The primary key and any other unique fields are reset to avoid
+        database integrity errors upon saving.
+        """
+        if memo is None:
+            memo = {}
+
+        # Create a new instance of the class
+        new_obj = self.__class__()
+        memo[id(self)] = new_obj
+
+        # Copy all concrete fields from the original to the new object
+        for field in self._meta.concrete_fields:
+            # Skip the primary key to allow the database to generate a new one
+            if field.primary_key:
+                continue
+
+            # Reset any unique fields to None to avoid constraint violations
+            if field.unique and field.name == "internal_id":
+                setattr(new_obj, field.name, None)
+                continue
+
+            # Copy the value of the field
+            setattr(new_obj, field.name, getattr(self, field.name))
+
+        # Save the new object to the database to get a primary key
+        new_obj.save()
+
+        # Copy the many-to-many relationships
+        for field in self._meta.many_to_many:
+            source_manager = getattr(self, field.name)
+            destination_manager = getattr(new_obj, field.name)
+            # Set the M2M relationships for the new object
+            destination_manager.set(source_manager.all())
+
+        return new_obj
+
 
 class InstallmentPlan(models.Model):
     class Recurrence(models.TextChoices):

app/apps/transactions/tests.py

@@ -175,6 +175,6 @@ class RecurringTransactionTests(TestCase):
             recurrence_type=RecurringTransaction.RecurrenceType.MONTH,
             recurrence_interval=1,
         )
-        self.assertFalse(recurring.paused)
+        self.assertFalse(recurring.is_paused)
         self.assertEqual(recurring.recurrence_interval, 1)
         self.assertEqual(recurring.account.currency.code, "USD")

app/apps/transactions/views/transactions.py

@@ -213,6 +213,7 @@ def transactions_bulk_edit(request):
         if form.is_valid():
             # Apply changes from the form to all selected transactions
             for transaction in transactions:
+                old_data = deepcopy(transaction)
                 for field_name, value in form.cleaned_data.items():
                     if value or isinstance(
                         value, bool
@@ -225,7 +226,7 @@ def transactions_bulk_edit(request):
                             setattr(transaction, field_name, value)
 
                 transaction.save()
-                transaction_updated.send(sender=transaction)
+                transaction_updated.send(sender=transaction, old_data=old_data)
 
             messages.success(
                 request,
@@ -373,10 +374,13 @@ def transactions_transfer(request):
 @require_http_methods(["GET"])
 def transaction_pay(request, transaction_id):
     transaction = get_object_or_404(Transaction, pk=transaction_id)
+    old_data = deepcopy(transaction)
+
     new_is_paid = False if transaction.is_paid else True
     transaction.is_paid = new_is_paid
     transaction.save()
-    transaction_updated.send(sender=transaction)
+
+    transaction_updated.send(sender=transaction, old_data=old_data)
 
     response = render(
         request,
@@ -394,11 +398,12 @@ def transaction_pay(request, transaction_id):
 @require_http_methods(["GET"])
 def transaction_mute(request, transaction_id):
     transaction = get_object_or_404(Transaction, pk=transaction_id)
+    old_data = deepcopy(transaction)
 
     new_mute = False if transaction.mute else True
     transaction.mute = new_mute
     transaction.save()
-    transaction_updated.send(sender=transaction)
+    transaction_updated.send(sender=transaction, old_data=old_data)
 
     response = render(
         request,
@@ -414,19 +419,20 @@ def transaction_mute(request, transaction_id):
 @require_http_methods(["GET"])
 def transaction_change_month(request, transaction_id, change_type):
     transaction: Transaction = get_object_or_404(Transaction, pk=transaction_id)
+    old_data = deepcopy(transaction)
 
     if change_type == "next":
         transaction.reference_date = transaction.reference_date + relativedelta(
             months=1
         )
         transaction.save()
-        transaction_updated.send(sender=transaction)
+        transaction_updated.send(sender=transaction, old_data=old_data)
     elif change_type == "previous":
         transaction.reference_date = transaction.reference_date - relativedelta(
             months=1
         )
         transaction.save()
-        transaction_updated.send(sender=transaction)
+        transaction_updated.send(sender=transaction, old_data=old_data)
 
     return HttpResponse(
         status=204,
@@ -440,9 +446,11 @@ def transaction_change_month(request, transaction_id, change_type):
 def transaction_move_to_today(request, transaction_id):
     transaction: Transaction = get_object_or_404(Transaction, pk=transaction_id)
 
+    old_data = deepcopy(transaction)
+
     transaction.date = timezone.localdate(timezone.now())
     transaction.save()
-    transaction_updated.send(sender=transaction)
+    transaction_updated.send(sender=transaction, old_data=old_data)
 
     return HttpResponse(
         status=204,

app/apps/users/urls.py

@@ -17,6 +17,11 @@ urlpatterns = [
         views.toggle_sound_playing,
         name="toggle_sound_playing",
     ),
+    path(
+        "user/toggle-sidebar/",
+        views.toggle_sidebar_status,
+        name="toggle_sidebar_status",
+    ),
     path(
         "user/settings/",
         views.update_settings,

app/apps/users/views.py

@@ -116,6 +116,24 @@ def update_settings(request):
     return render(request, "users/fragments/user_settings.html", {"form": form})
 
 
+@only_htmx
+@htmx_login_required
+def toggle_sidebar_status(request):
+    if not request.session.get("sidebar_status"):
+        request.session["sidebar_status"] = "floating"
+
+    if request.session["sidebar_status"] == "floating":
+        request.session["sidebar_status"] = "fixed"
+    elif request.session["sidebar_status"] == "fixed":
+        request.session["sidebar_status"] = "floating"
+    else:
+        request.session["sidebar_status"] = "fixed"
+
+    return HttpResponse(
+        status=204,
+    )
+
+
 @htmx_login_required
 @is_superuser
 @require_http_methods(["GET"])

app/apps/yearly_overview/views.py

@@ -79,7 +79,7 @@ def yearly_overview_by_currency(request, year: int):
     currency = request.GET.get("currency")
 
     # Base query filter
-    filter_params = {"reference_date__year": year, "account__is_archived": False}
+    filter_params = {"reference_date__year": year}
 
     # Add month filter if provided
     if month:

app/templates/common/placeholder.html

@@ -0,0 +1,3 @@
+{#This is here so we can add dynamic Tailwind classes that will be required via JS/hyperscript but Tailwind has no knowledge of#}
+<div class="tw:lg:w-[15vw]"></div>
+<div class="tw:lg:ml-[16vw]"></div>

app/templates/cotton/components/sidebar_menu_header.html

@@ -1,6 +1,6 @@
 <li>
   <div class="d-flex align-items-center">
-    <span class="text-muted small fw-bold text-uppercase tw:lg:hidden tw:lg:group-hover:inline me-2">{{ title }}</span>
+    <span class="sidebar-menu-header text-muted small fw-bold text-uppercase me-2">{{ title }}</span>
     <hr class="flex-grow-1"/>
   </div>
 </li>

app/templates/cotton/components/sidebar_menu_item.html

@@ -1,7 +1,7 @@
 {% load active_link %}
 <li>
   <a href="{% url url %}"
-     class="tw:text-wrap tw:lg:text-nowrap tw:lg:text-sm d-flex align-items-center text-decoration-none p-2 rounded-3 sidebar-item {% active_link views=active css_class="sidebar-active" %}"
+     class="tw:lg:text-sm d-flex align-items-center text-decoration-none p-2 rounded-3 sidebar-item {% active_link views=active css_class="sidebar-active" %}"
       {% if tooltip %}
      data-bs-placement="right"
      data-bs-toggle="tooltip"
@@ -9,6 +9,6 @@
       {% endif %}>
     <i class="{{ icon }} fa-fw"></i>
     <span
-        class="ms-3 fw-medium tw:lg:invisible tw:lg:group-hover:visible tw:lg:group-hover:truncate tw:lg:group-focus:truncate tw:lg:group-hover:text-ellipsis tw:lg:group-focus:text-ellipsis">{{ title }}</span>
+        class="ms-3 fw-medium tw:lg:group-hover:truncate tw:lg:group-focus:truncate tw:lg:group-hover:text-ellipsis tw:lg:group-focus:text-ellipsis">{{ title }}</span>
   </a>
 </li>

app/templates/cotton/components/sidebar_menu_url_item.html

@@ -2,7 +2,7 @@
 <li>
   <a href="{{ url }}"
      hx-boost="false"
-     class="tw:text-wrap tw:lg:text-nowrap tw:lg:text-sm d-flex align-items-center text-decoration-none p-2 rounded-3 sidebar-item {% active_link views=active css_class="sidebar-active" %}"
+     class="tw:lg:text-sm d-flex align-items-center text-decoration-none p-2 rounded-3 sidebar-item {% active_link views=active css_class="sidebar-active" %}"
       {% if tooltip %}
      data-bs-placement="right"
      data-bs-toggle="tooltip"
@@ -11,6 +11,6 @@
 
     <i class="{{ icon }} fa-fw"></i>
     <span
-        class="ms-3 fw-medium tw:lg:invisible tw:lg:group-hover:visible tw:lg:group-hover:truncate tw:lg:group-focus:truncate tw:lg:group-hover:text-ellipsis tw:lg:group-focus:text-ellipsis">{{ title }}</span>
+        class="ms-3 fw-medium tw:lg:group-hover:truncate tw:lg:group-focus:truncate tw:lg:group-hover:text-ellipsis tw:lg:group-focus:text-ellipsis">{{ title }}</span>
   </a>
 </li>

app/templates/cotton/transaction/item.html

@@ -1,8 +1,9 @@
 {% load markdown %}
 {% load i18n %}
-<div class="transaction {% if transaction.type == "EX" %}expense{% else %}income{% endif %} tw:group/transaction tw:relative tw:hover:z-10">
+<div
+    class="transaction {% if transaction.type == "EX" %}expense{% else %}income{% endif %} tw:group/transaction tw:relative tw:hover:z-10">
   <div class="d-flex my-1">
-    {% if not disable_selection %}
+    {% if not disable_selection or not dummy %}
       <label class="px-3 d-flex align-items-center justify-content-center">
         <input class="form-check-input" type="checkbox" name="transactions" value="{{ transaction.id }}"
                id="check-{{ transaction.id }}" aria-label="{% translate 'Select' %}" hx-preserve>
@@ -19,9 +20,10 @@
             <a class="text-decoration-none p-3 tw:text-gray-500!"
                title="{% if transaction.is_paid %}{% trans 'Paid' %}{% else %}{% trans 'Projected' %}{% endif %}"
                role="button"
+                {% if not dummy %}
                hx-get="{% url 'transaction_pay' transaction_id=transaction.id %}"
                hx-target="closest .transaction"
-               hx-swap="outerHTML">
+               hx-swap="outerHTML"{% endif %}>
               {% if transaction.is_paid %}<i class="fa-regular fa-circle-check"></i>{% else %}<i
                   class="fa-regular fa-circle"></i>{% endif %}
             </a>
@@ -33,7 +35,8 @@
             </div>
           {% endif %}
         </div>
-        <div class="col-lg col-12 {% if transaction.account.is_untracked_by or transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
+        <div
+            class="col-lg col-12 {% if transaction.account.is_untracked_by or transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
           {#      Date#}
           <div class="row mb-2 mb-lg-1 tw:text-gray-400">
             <div class="col-auto pe-1"><i class="fa-solid fa-calendar fa-fw me-1 fa-xs"></i></div>
@@ -58,14 +61,20 @@
           </div>
           <div class="tw:text-gray-400 tw:text-sm">
             {#        Entities #}
-            {% with transaction.entities.all as entities %}
+            {% comment %} First, check for the highest priority: a valid 'overriden_entities' list. {% endcomment %}
-              {% if entities %}
+            {% if overriden_entities %}
               <div class="row mb-2 mb-lg-1 tw:text-gray-400">
                 <div class="col-auto pe-1"><i class="fa-solid fa-user-group fa-fw me-1 fa-xs"></i></div>
-                  <div class="col ps-0">{{ entities|join:", " }}</div>
+                <div class="col ps-0">{{ overriden_entities|join:", " }}</div>
+              </div>
+
+              {% comment %} If no override, fall back to transaction entities, but ONLY if the transaction has an ID. {% endcomment %}
+            {% elif transaction.id and transaction.entities.all %}
+              <div class="row mb-2 mb-lg-1 tw:text-gray-400">
+                <div class="col-auto pe-1"><i class="fa-solid fa-user-group fa-fw me-1 fa-xs"></i></div>
+                <div class="col ps-0">{{ transaction.entities.all|join:", " }}</div>
               </div>
             {% endif %}
-            {% endwith %}
             {#        Notes#}
             {% if transaction.notes %}
               <div class="row mb-2 mb-lg-1 tw:text-gray-400">
@@ -81,17 +90,24 @@
               </div>
             {% endif %}
             {#        Tags#}
-            {% with transaction.tags.all as tags %}
+            {% comment %} First, check for the highest priority: a valid 'overriden_tags' list. {% endcomment %}
-              {% if tags %}
+            {% if overriden_tags %}
               <div class="row mb-2 mb-lg-1 tw:text-gray-400">
                 <div class="col-auto pe-1"><i class="fa-solid fa-hashtag fa-fw me-1 fa-xs"></i></div>
-                  <div class="col ps-0">{{ tags|join:", " }}</div>
+                <div class="col ps-0">{{ overriden_tags|join:", " }}</div>
+              </div>
+
+              {% comment %} If no override, fall back to transaction tags, but ONLY if the transaction has an ID. {% endcomment %}
+            {% elif transaction.id and transaction.tags.all %}
+              <div class="row mb-2 mb-lg-1 tw:text-gray-400">
+                <div class="col-auto pe-1"><i class="fa-solid fa-hashtag fa-fw me-1 fa-xs"></i></div>
+                <div class="col ps-0">{{ transaction.tags.all|join:", " }}</div>
               </div>
             {% endif %}
-            {% endwith %}
           </div>
         </div>
-        <div class="col-lg-auto col-12 text-lg-end align-self-end {% if transaction.account.is_untracked_by or transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
+        <div
+            class="col-lg-auto col-12 text-lg-end align-self-end {% if transaction.account.is_untracked_by or transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
           <div class="main-amount mb-2 mb-lg-0">
             <c-amount.display
                 :amount="transaction.amount"
@@ -101,6 +117,7 @@
                 color="{% if transaction.type == "EX" %}red{% else %}green{% endif %}"></c-amount.display>
           </div>
           {#    Exchange Rate#}
+          {% if not dummy %}
             {% with exchanged=transaction.exchanged_amount %}
               {% if exchanged %}
                 <div class="exchanged-amount mb-2 mb-lg-0">
@@ -113,10 +130,12 @@
                 </div>
               {% endif %}
             {% endwith %}
+          {% endif %}
           <div>
             {% if transaction.account.group %}{{ transaction.account.group.name }} • {% endif %}{{ transaction.account.name }}
           </div>
         </div>
+        {% if not dummy %}
           <div>
             {#      Item actions#}
             <div
@@ -142,7 +161,8 @@
                      data-confirm-text="{% translate "Yes, delete it!" %}"
                      _="install prompt_swal"><i class="fa-solid fa-trash fa-fw text-danger"></i>
                   </a>
-                <button class="btn btn-secondary btn-sm transaction-action" type="button" data-bs-toggle="dropdown" aria-expanded="false">
+                  <button class="btn btn-secondary btn-sm transaction-action" type="button" data-bs-toggle="dropdown"
+                          aria-expanded="false">
                     <i class="fa-solid fa-ellipsis fa-fw"></i>
                   </button>
                   <ul class="dropdown-menu dropdown-menu-end dropdown-menu-md-start">
@@ -152,7 +172,8 @@
                           <i class="fa-solid fa-eye fa-fw me-2"></i>
                           <div>
                             {% translate 'Show on summaries' %}
-                          <div class="d-block text-body-secondary tw:text-xs tw:font-medium">{% translate 'Controlled by account' %}</div>
+                            <div
+                                class="d-block text-body-secondary tw:text-xs tw:font-medium">{% translate 'Controlled by account' %}</div>
                           </div>
                         </a>
                       </li>
@@ -162,22 +183,45 @@
                           <i class="fa-solid fa-eye fa-fw me-2"></i>
                           <div>
                             {% translate 'Show on summaries' %}
-                          <div class="d-block text-body-secondary tw:text-xs tw:font-medium">{% translate 'Controlled by category' %}</div>
+                            <div
+                                class="d-block text-body-secondary tw:text-xs tw:font-medium">{% translate 'Controlled by category' %}</div>
                           </div>
                         </a>
                       </li>
                     {% elif transaction.mute %}
-                    <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_mute' transaction_id=transaction.id %}" hx-target="closest .transaction" hx-swap="outerHTML"><i class="fa-solid fa-eye fa-fw me-2"></i>{% translate 'Show on summaries' %}</a></li>
+                      <li><a class="dropdown-item" href="#"
+                             hx-get="{% url 'transaction_mute' transaction_id=transaction.id %}"
+                             hx-target="closest .transaction" hx-swap="outerHTML"><i
+                          class="fa-solid fa-eye fa-fw me-2"></i>{% translate 'Show on summaries' %}</a></li>
                     {% else %}
-                    <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_mute' transaction_id=transaction.id %}" hx-target="closest .transaction" hx-swap="outerHTML"><i class="fa-solid fa-eye-slash fa-fw me-2"></i>{% translate 'Hide from summaries' %}</a></li>
+                      <li><a class="dropdown-item" href="#"
+                             hx-get="{% url 'transaction_mute' transaction_id=transaction.id %}"
+                             hx-target="closest .transaction" hx-swap="outerHTML"><i
+                          class="fa-solid fa-eye-slash fa-fw me-2"></i>{% translate 'Hide from summaries' %}</a></li>
                     {% endif %}
-                  <li><a class="dropdown-item" href="#" hx-get="{% url 'quick_transaction_add_as_quick_transaction' transaction_id=transaction.id %}"><i class="fa-solid fa-person-running fa-fw me-2"></i>{% translate 'Add as quick transaction' %}</a></li>
+                    <li><a class="dropdown-item" href="#"
-                  <li><hr class="dropdown-divider"></li>
+                           hx-get="{% url 'quick_transaction_add_as_quick_transaction' transaction_id=transaction.id %}"><i
-                  <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_change_month' transaction_id=transaction.id change_type='previous' %}"><i class="fa-solid fa-calendar-minus fa-fw me-2"></i>{% translate 'Move to previous month' %}</a></li>
+                        class="fa-solid fa-person-running fa-fw me-2"></i>{% translate 'Add as quick transaction' %}</a>
-                  <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_change_month' transaction_id=transaction.id change_type='next' %}"><i class="fa-solid fa-calendar-plus fa-fw me-2"></i>{% translate 'Move to next month' %}</a></li>
+                    </li>
-                  <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_move_to_today' transaction_id=transaction.id %}"><i class="fa-solid fa-calendar-day fa-fw me-2"></i>{% translate 'Move to today' %}</a></li>
+                    <li>
-                  <li><hr class="dropdown-divider"></li>
+                      <hr class="dropdown-divider">
-                  <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_clone' transaction_id=transaction.id %}"><i class="fa-solid fa-clone fa-fw me-2"></i>{% translate 'Duplicate' %}</a></li>
+                    </li>
+                    <li><a class="dropdown-item" href="#"
+                           hx-get="{% url 'transaction_change_month' transaction_id=transaction.id change_type='previous' %}"><i
+                        class="fa-solid fa-calendar-minus fa-fw me-2"></i>{% translate 'Move to previous month' %}</a>
+                    </li>
+                    <li><a class="dropdown-item" href="#"
+                           hx-get="{% url 'transaction_change_month' transaction_id=transaction.id change_type='next' %}"><i
+                        class="fa-solid fa-calendar-plus fa-fw me-2"></i>{% translate 'Move to next month' %}</a></li>
+                    <li><a class="dropdown-item" href="#"
+                           hx-get="{% url 'transaction_move_to_today' transaction_id=transaction.id %}"><i
+                        class="fa-solid fa-calendar-day fa-fw me-2"></i>{% translate 'Move to today' %}</a></li>
+                    <li>
+                      <hr class="dropdown-divider">
+                    </li>
+                    <li><a class="dropdown-item" href="#"
+                           hx-get="{% url 'transaction_clone' transaction_id=transaction.id %}"><i
+                        class="fa-solid fa-clone fa-fw me-2"></i>{% translate 'Duplicate' %}</a></li>
                   </ul>
                 {% else %}
                   <a class="btn btn-secondary btn-sm transaction-action"
@@ -202,6 +246,7 @@
               </div>
             </div>
           </div>
+        {% endif %}
       </div>
     </div>
   </div>

app/templates/currencies/fragments/list.html

@@ -24,6 +24,7 @@
             <th scope="col" class="col-auto"></th>
             <th scope="col" class="col-auto">{% translate 'Code' %}</th>
             <th scope="col" class="col">{% translate 'Name' %}</th>
+            <th scope="col" class="col">{% translate 'Archived' %}</th>
           </tr>
         </thead>
         <tbody>
@@ -53,6 +54,7 @@
             </td>
             <td class="col-auto">{{ currency.code }}</td>
             <td class="col">{{ currency.name }}</td>
+            <td class="col">{% if currency.is_archived %}<i class="fa-solid fa-solid fa-check text-success"></i>{% endif %}</td>
           </tr>
           {% endfor %}
         </tbody>

app/templates/includes/head/favicons.html

@@ -12,6 +12,4 @@
 <link rel="icon" type="image/png" sizes="32x32" href="{% static 'img/favicon/favicon-32x32.png' %}">
 <link rel="icon" type="image/png" sizes="96x96" href="{% static 'img/favicon/favicon-96x96.png' %}">
 <link rel="icon" type="image/png" sizes="16x16" href="{% static 'img/favicon/favicon-16x16.png' %}">
-<meta name="msapplication-TileColor" content="#ffffff">
 <meta name="msapplication-TileImage" content="{% static 'img/favicon/ms-icon-144x144.png' %}">
-<meta name="theme-color" content="#ffffff">

app/templates/includes/sidebar.html

@@ -5,31 +5,48 @@
 {% load static %}
 
 <div
-    class="tw:group tw:lg:w-16 tw:lg:hover:w-112 tw:transition-all tw:duration-100 tw:fixed tw:top-0 tw:start-0 tw:h-full tw:z-1020">
+    class="sidebar {% if request.session.sidebar_status == 'floating' %}tw:group sidebar-floating{% elif request.session.sidebar_status == 'fixed' %}sidebar-fixed{% else %}tw:group sidebar-floating{% endif %}"
+    id="sidebar-container">
   <nav
       id="sidebar"
       hx-boost="true"
+      hx-swap="transition:true"
       data-bs-scroll="true"
-      class="offcanvas-lg offcanvas-start d-lg-flex flex-column position-fixed top-0 start-0 h-100 bg-body-tertiary shadow-sm tw:z-1020 tw:lg:w-16 tw:lg:group-hover:w-104 tw:transition-all tw:duration-100 tw:overflow-hidden">
+      class="offcanvas-lg offcanvas-start d-lg-flex flex-column position-fixed top-0 start-0 h-100 bg-body-tertiary shadow-sm tw:z-1020">
-    <div
-        class="tw:hidden tw:lg:group-hover:block tw:absolute tw:top-0 tw:left-104 tw:w-8 tw:h-full tw:bg-transparent tw:pointer-events-auto tw:z-10"></div>
 
-    <a href="{% url 'index' %}" class="d-none d-lg-flex tw:justify-start p-3 text-decoration-none">
+    <div class="d-none d-lg-flex tw:justify-between tw:items-center tw:border-b tw:border-gray-600 tw:lg:flex">
+      <a href="{% url 'index' %}" class="m-0 d-none d-lg-flex tw:justify-start p-3 text-decoration-none sidebar-title">
         <img src="{% static 'img/logo-icon.svg' %}" alt="WYGIWYH Logo" height="30" width="30" title="WYGIWYH"/>
-      <span class="fs-4 fw-bold ms-3 tw:lg:invisible tw:lg:group-hover:visible">WYGIWYH</span>
+        <span class="fs-4 fw-bold ms-3">WYGIWYH</span>
       </a>
 
+      <button
+          id="sidebar-toggle-btn"
+          class="text-secondary-emphasis tw:rounded-full tw:w-12 tw:h-12 tw:flex tw:items-center tw:justify-center tw:transition-all tw:duration-300"
+          hx-get="{% url 'toggle_sidebar_status' %}"
+          _="on click
+           toggle .sidebar-floating on #sidebar-container
+           toggle .tw\:group on #sidebar-container
+           toggle .sidebar-fixed on #sidebar-container
+        end
+      "
+      >
+        <i class="fa-solid fa-thumbtack fa-sm"></i>
+        <i class="fa-solid fa-thumbtack-slash fa-sm"></i>
+      </button>
+    </div>
+
     <div class="offcanvas-header">
       <a href="{% url 'index' %}" class="offcanvas-title d-flex tw:justify-start text-decoration-none">
         <img src="{% static 'img/logo-icon.svg' %}" alt="WYGIWYH Logo" height="30" width="30" title="WYGIWYH"/>
-        <span class="fs-4 fw-bold ms-3 tw:lg:invisible tw:lg:group-hover:visible">WYGIWYH</span>
+        <span class="fs-4 fw-bold ms-3">WYGIWYH</span>
       </a>
       <button type="button" class="btn-close" data-bs-target="#sidebar" data-bs-dismiss="offcanvas"
               aria-label={% translate 'Close' %}></button>
     </div>
     <hr class="m-0">
 
-    <ul class="list-unstyled p-3 d-flex flex-column gap-0 tw:group-hover:lg:overflow-y-auto tw:lg:overflow-y-hidden tw:overflow-y-auto tw:overflow-x-hidden tw:text-nowrap tw:lg:group-hover:animate-[disable-pointer-events]"
+    <ul class="list-unstyled p-3 d-flex flex-column gap-0 tw:text-nowrap tw:lg:group-hover:animate-[disable-pointer-events]"
         style="animation-duration: 100ms">
 
       <c-components.sidebar-menu-item
@@ -127,27 +144,26 @@
            data-bs-target="#collapsible-panel"
            aria-expanded="false"
            aria-controls="collapsible-panel"
-           class="tw:text-wrap tw:lg:text-nowrap tw:lg:text-sm d-flex align-items-center text-decoration-none p-2 rounded-3 sidebar-item {% active_link views='tags_index||entities_index||categories_index||accounts_index||account_groups_index||currencies_index||exchange_rates_index||rules_index||import_profiles_index||automatic_exchange_rates_index||export_index||users_index' css_class="sidebar-active" %}">
+           class="sidebar-menu-item tw:text-wrap tw:lg:text-nowrap tw:lg:text-sm d-flex align-items-center text-decoration-none p-2 rounded-3 sidebar-item {% active_link views='tags_index||entities_index||categories_index||accounts_index||account_groups_index||currencies_index||exchange_rates_index||rules_index||import_profiles_index||automatic_exchange_rates_index||export_index||users_index' css_class="sidebar-active" %}">
         <i class="fa-solid fa-toolbox fa-fw"></i>
-        <span
+        <span class="ms-3 fw-medium tw:lg:group-hover:truncate tw:lg:group-focus:truncate tw:lg:group-hover:text-ellipsis tw:lg:group-focus:text-ellipsis">
-            class="ms-3 fw-medium tw:lg:invisible tw:lg:group-hover:visible tw:lg:group-hover:truncate tw:lg:group-focus:truncate tw:lg:group-hover:text-ellipsis tw:lg:group-focus:text-ellipsis">
           {% translate 'Management' %}
         </span>
+        <i class="fa-solid fa-chevron-right fa-fw ms-auto pe-2"></i>
       </div>
     </ul>
 
     <div class="mt-auto p-2 w-100">
       <div id="collapsible-panel"
-           class="p-0 collapse tw:absolute tw:bottom-0 tw:left-0 tw:w-full tw:z-30 tw:max-h-dvh">
+           class="p-0 collapse tw:absolute tw:bottom-0 tw:left-0 tw:w-full tw:z-30 tw:max-h-dvh {% active_link views='tags_index||entities_index||categories_index||accounts_index||account_groups_index||currencies_index||exchange_rates_index||rules_index||import_profiles_index||automatic_exchange_rates_index||export_index||users_index' css_class="show" %}">
         <div class="tw:h-dvh tw:backdrop-blur-3xl tw:flex tw:flex-col">
-          <!-- Header -->
           <div
-              class="tw:flex tw:justify-between tw:items-center tw:p-4 tw:border-b tw:border-gray-600 tw:lg:hidden tw:lg:group-hover:flex">
+              class="tw:justify-between tw:items-center tw:p-4 tw:border-b tw:border-gray-600 sidebar-submenu-header">
-            <h5 class="tw:text-lg tw:font-semibold tw:text-gray-800 tw:lg:invisible tw:lg:group-hover:visible">
+            <h5 class="tw:text-lg tw:font-semibold tw:text-gray-800 m-0">
               {% trans 'Management' %}
             </h5>
 
-            <button type="button" class="btn-close tw:lg:hidden tw:lg:group-hover:inline" aria-label="Close"
+            <button type="button" class="btn-close" aria-label="Close"
                     data-bs-toggle="collapse"
                     data-bs-target="#collapsible-panel"
                     aria-expanded="true"
@@ -155,7 +171,7 @@
             </button>
           </div>
 
-          <ul class="list-unstyled p-3 d-flex flex-column gap-1 tw:group-hover:lg:overflow-y-auto tw:lg:overflow-y-hidden tw:overflow-y-auto tw:overflow-x-hidden tw:text-nowrap tw:lg:group-hover:animate-[disable-pointer-events] tw:flex-1"
+          <ul class="list-unstyled p-3 d-flex flex-column gap-1 tw:lg:group-hover:animate-[disable-pointer-events] tw:flex-1"
               style="animation-duration: 100ms">
             <c-components.sidebar-menu-header title="{% translate 'Transactions' %}"></c-components.sidebar-menu-header>
             <c-components.sidebar-menu-item
@@ -273,17 +289,24 @@
     <div>
       <hr class="my-1">
       <div
-          class="ps-4 pe-2 py-2 d-flex align-items-center text-body-secondary text-decoration-none justify-content-between tw:text-wrap tw:lg:text-nowrap">
+          class="ps-4 pe-2 py-2 d-flex align-items-center text-decoration-none justify-content-between">
-        <div>
+
-          <i class="fa-solid fa-circle-user"></i>
+        <div class="d-flex align-items-center" style="min-width: 0;">
-          <strong class="ms-2 tw:lg:invisible tw:lg:group-hover:visible">{{ user.email }}</strong>
+          <i class="fa-solid fa-circle-user text-body-secondary"></i>
+
+          <strong class="mx-2 text-body-secondary text-truncate sidebar-invisible">
+            {{ user.email }}
+          </strong>
         </div>
-        <div class="tw:lg:invisible tw:lg:group-hover:visible">
+
+        <div class="sidebar-invisible">
           {% include 'includes/navbar/user_menu.html' %}
         </div>
+
       </div>
     </div>
   </nav>
+
   <div
       class="tw:hidden tw:lg:group-hover:block tw:absolute tw:top-0 tw:left-104 tw:w-16 tw:h-full tw:bg-transparent"></div>
 </div>

app/templates/insights/fragments/category_overview/index.html

@@ -268,9 +268,10 @@
                   <!-- Entity rows -->
                   {% if show_entities %}
                     {% for entity_id, entity in tag.entities.items %}
+                      {% if entity.name or not entity.name and tag.entities.values|length > 1 %}
                         <tr class="table-row-nested-2">
                           <td class="ps-5">
-                          <i class="fa-solid fa-user-group fa-fw me-2 text-muted"></i>{{ entity.name }}
+                            <i class="fa-solid fa-user-group fa-fw me-2 text-muted"></i>{% if entity.name %}{{ entity.name }}{% else %}{% trans 'No entity' %}{% endif %}
                           </td>
                           <td>
                             {% for currency in entity.currencies.values %}
@@ -357,6 +358,7 @@
                             {% endfor %}
                           </td>
                         </tr>
+                      {% endif %}
                     {% endfor %}
                   {% endif %}
                 {% endif %}

app/templates/layouts/base.html

@@ -35,7 +35,7 @@
   {% include 'includes/mobile_navbar.html' %}
   {% include 'includes/sidebar.html' %}
 
-  <main class="tw:p-4 tw:lg:ml-16">
+  <main class="tw:p-4">
     {% settings "DEMO" as demo_mode %}
     {% if demo_mode %}
     <div class="px-3 m-0" id="demo-mode-alert" hx-preserve>

app/templates/monthly_overview/pages/overview.html

@@ -133,48 +133,32 @@
 
       </div>
       <div class="col-12 col-xl-8 order-2 order-xl-1">
-        <div class="row mb-1">
+
-          <div class="col-sm-6 col-12">
+        <div class="my-3">
-            {#        Filter transactions button #}
+          {# Hidden select to hold the order value and preserve the original update trigger #}
-            <button type="button" class="btn btn-sm btn-outline-primary dropdown-toggle" type="button"
+          <select name="order" id="order" class="d-none" _="on change trigger updated on window">
-                    data-bs-toggle="collapse" data-bs-target="#collapse-filter" aria-expanded="false"
+            <option value="default" {% if order == 'default' %}selected{% endif %}>{% translate 'Default' %}</option>
-                    aria-controls="collapse-filter">
+            <option value="older" {% if order == 'older' %}selected{% endif %}>{% translate 'Oldest first' %}</option>
-              <i class="fa-solid fa-filter fa-fw me-2"></i>{% translate 'Filter transactions' %}
+            <option value="newer" {% if order == 'newer' %}selected{% endif %}>{% translate 'Newest first' %}</option>
-            </button>
-          </div>
-          {#        Ordering button#}
-          <div class="col-sm-6 col-12 tw:content-center my-3 my-sm-0">
-            <div class="text-sm-end" _="on change trigger updated on window">
-              <label for="order">{% translate "Order by" %}</label>
-              <select
-                  class="tw:border-0 tw:focus-visible:outline-0 w-full pe-2 tw:leading-normal text-bg-tertiary tw:font-medium rounded bg-body text-body"
-                  name="order" id="order">
-                <option value="default"
-                        {% if order == 'default' %}selected{% endif %}>{% translate 'Default' %}</option>
-                <option value="older"
-                        {% if order == 'older' %}selected{% endif %}>{% translate 'Oldest first' %}</option>
-                <option value="newer"
-                        {% if order == 'newer' %}selected{% endif %}>{% translate 'Newest first' %}</option>
           </select>
-            </div>
+
-          </div>
+          {# Main control bar with filter, search, and ordering #}
-        </div>
+          <div class="input-group">
-        {#      Filter transactions form#}
+
-        <div class="collapse" id="collapse-filter" hx-preserve>
+            <button class="btn btn-secondary position-relative" type="button"
-          <div class="card card-body">
+                    data-bs-toggle="collapse" data-bs-target="#collapse-filter"
-            <form _="on change or submit or search trigger updated on window end
+                    aria-expanded="false" aria-controls="collapse-filter" id="filter-button" hx-preserve
-                   install init_tom_select
+                    title="{% translate 'Filter transactions' %}">
-                   install init_datepicker"
+              <i class="fa-solid fa-filter fa-fw"></i>
-                  id="filter">
+            </button>
-              {% crispy filter.form %}
+
-            </form>
+            {# Search box #}
-            <button class="btn btn-outline-danger btn-sm"
+            <label for="quick-search">
-                    _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
+            </label>
-          </div>
+            <input type="search"
-        </div>
+                   class="form-control"
-        <div id="search" class="my-3">
+                   placeholder="{% translate 'Search' %}"
-          <label class="w-100">
+                   hx-preserve
-            <input type="search" class="form-control" placeholder="{% translate 'Search' %}" hx-preserve
                    id="quick-search"
                    _="on input or search or htmx:afterSwap from window
                          if my value is empty
@@ -185,7 +169,65 @@
                          show <.transactions-divider-title/> when my value is empty
                          show <.transaction/> in <#transactions-list/>
                          when its textContent.toLowerCase() contains my value.toLowerCase()">
-          </label>
+
+            {# Order by icon dropdown #}
+            <button class="btn btn-secondary dropdown-toggle dropdown-toggle-no-icon" type="button"
+                    data-bs-toggle="dropdown" aria-expanded="false"
+                    title="{% translate 'Order by' %}">
+              <i class="fa-solid fa-sort fa-fw"></i>
+            </button>
+            <ul class="dropdown-menu dropdown-menu-end">
+              <li>
+                <button class="dropdown-item {% if order == 'default' %}active{% endif %}" type="button"
+                        _="on click remove .active from .dropdown-item in the closest <ul/>
+                           then add .active to me
+                           then set the value of #order to 'default'
+                           then trigger change on #order">
+                  {% translate 'Default' %}
+                </button>
+              </li>
+              <li>
+                <button class="dropdown-item {% if order == 'older' %}active{% endif %}" type="button"
+                        _="on click remove .active from .dropdown-item in the closest <ul/>
+                           then add .active to me
+                           then set the value of #order to 'older'
+                           then trigger change on #order">
+                  {% translate 'Oldest first' %}
+                </button>
+              </li>
+              <li>
+                <button class="dropdown-item {% if order == 'newer' %}active{% endif %}" type="button"
+                        _="on click remove .active from .dropdown-item in the closest <ul/>
+                           then add .active to me
+                           then set the value of #order to 'newer'
+                           then trigger change on #order">
+                  {% translate 'Newest first' %}
+                </button>
+              </li>
+            </ul>
+          </div>
+
+          {# Filter transactions form #}
+          <div class="collapse" id="collapse-filter" hx-preserve>
+            <div class="card card-body">
+              <div class="text-end">
+                <button class="btn btn-outline-danger btn-sm tw:w-fit"
+                        _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
+              </div>
+
+              <form _="on change or submit or search trigger updated on window
+                         install init_tom_select
+                         install init_datepicker"
+                    id="filter" class="mt-3">
+                {% crispy filter.form %}
+              </form>
+
+              <div class="text-end">
+                <button class="btn btn-outline-danger btn-sm tw:w-fit"
+                        _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
+              </div>
+            </div>
+          </div>
         </div>
         {#      Transactions list#}
         <div id="transactions"

app/templates/rules/fragments/list.html

@@ -23,6 +23,7 @@
           <tr>
             <th scope="col" class="col-auto"></th>
             <th scope="col" class="col-auto"></th>
+            <th scope="col" class="col-auto">{% translate 'Order' %}</th>
             <th scope="col" class="col">{% translate 'Name' %}</th>
           </tr>
           </thead>
@@ -80,6 +81,9 @@
                     <i class="fa-solid fa-toggle-off tw:text-red-400"></i>{% endif %}
                 </a>
               </td>
+              <td class="col text-center">
+                <div>{{ rule.order }}</div>
+              </td>
               <td class="col">
                 <div>{{ rule.name }}</div>
                 <div class="tw:text-gray-400">{{ rule.description }}</div>

app/templates/rules/fragments/transaction_rule/dry_run/created.html

@@ -0,0 +1,16 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% trans 'Test' %} - {% trans 'Create' %}{% endblock %}
+
+{% block body %}
+  <form hx-post="{% url 'transaction_rule_dry_run_created' pk=rule.id %}" hx-target="#generic-offcanvas"
+        hx-indicator="#dry-run-created-result, closest form" class="show-loading" novalidate>
+    {% crispy form %}
+  </form>
+  <hr>
+  <div id="dry-run-created-result" class="show-loading">
+    {% include 'rules/fragments/transaction_rule/dry_run/visual.html' with logs=logs results=results %}
+  </div>
+{% endblock %}

app/templates/rules/fragments/transaction_rule/dry_run/deleted.html

@@ -0,0 +1,16 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% trans 'Test' %} - {% trans 'Delete' %}{% endblock %}
+
+{% block body %}
+  <form hx-post="{% url 'transaction_rule_dry_run_deleted' pk=rule.id %}" hx-target="#generic-offcanvas"
+        hx-indicator="#dry-run-deleted-result, closest form" class="show-loading" novalidate>
+    {% crispy form %}
+  </form>
+  <hr>
+  <div id="dry-run-deleted-result" class="show-loading">
+    {% include 'rules/fragments/transaction_rule/dry_run/visual.html' with logs=logs results=results %}
+  </div>
+{% endblock %}

app/templates/rules/fragments/transaction_rule/dry_run/updated.html

@@ -0,0 +1,16 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% trans 'Test' %} - {% trans 'Update' %}{% endblock %}
+
+{% block body %}
+  <form hx-post="{% url 'transaction_rule_dry_run_updated' pk=rule.id %}" hx-target="#generic-offcanvas"
+        hx-indicator="#dry-run-updated-result, closest form" class="show-loading" novalidate>
+    {% crispy form %}
+  </form>
+  <hr>
+  <div id="dry-run-updated-result" class="show-loading">
+    {% include 'rules/fragments/transaction_rule/dry_run/visual.html' with logs=logs results=results %}
+  </div>
+{% endblock %}

app/templates/rules/fragments/transaction_rule/dry_run/visual.html

@@ -0,0 +1,101 @@
+{% load i18n %}
+<div class="card tw:max-h-full tw:overflow-auto tw:overflow-x-auto">
+  <div class="card-header">
+    <ul class="nav nav-tabs card-header-tabs">
+      <li class="nav-item">
+        <button class="nav-link active" id="visual-tab" data-bs-toggle="tab" data-bs-target="#visual-tab-pane"
+                type="button" role="tab" aria-controls="visual-tab-pane"
+                aria-selected="true">{% translate 'Visual' %}</button>
+      </li>
+      <li class="nav-item" role="presentation">
+        <button class="nav-link" id="logs-tab" data-bs-toggle="tab" data-bs-target="#logs-tab-pane" type="button"
+                role="tab" aria-controls="logs-tab-pane" aria-selected="false">{% translate 'Logs' %}</button>
+      </li>
+    </ul>
+  </div>
+  <div class="card-body">
+    <div class="tab-content" id="myTabContent">
+      <div class="tab-pane fade show active" id="visual-tab-pane" role="tabpanel" aria-labelledby="home-tab"
+           tabindex="0">
+        {% if not results %}
+          {% translate 'Run a test to see...' %}
+        {% else %}
+          {% for result in results %}
+
+            {% if result.type == 'header' %}
+              <div class="my-3">
+                <h6 class="text-center mb-3">
+                  <span class="badge text-bg-secondary">
+                  {% if result.header_type == "edit_transaction" %}
+                    {% translate 'Edit transaction' %}
+                  {% elif result.header_type == "update_or_create_transaction" %}
+                    {% translate 'Update or create transaction' %}
+                  {% endif %}
+                  </span>
+                </h6>
+              </div>
+            {% endif %}
+
+
+            {% if result.type == 'triggering_transaction' %}
+              <div class="mt-4">
+                <h6 class="text-center mb-3"><span class="badge text-bg-secondary">{% translate 'Start' %}</span></h6>
+                <c-transaction.item :transaction="result.transaction" :dummy="True"
+                                    :disable-selection="True"></c-transaction.item>
+              </div>
+            {% endif %}
+
+            {% if result.type == 'edit_transaction' %}
+              <div>
+                <div>
+                  {% translate 'Set' %} <span
+                    class="badge text-bg-secondary">{{ result.field }}</span> {% translate 'to' %}
+                  <span class="badge text-bg-secondary">{{ result.new_value }}</span>
+                </div>
+                <c-transaction.item :transaction="result.transaction" :dummy="True"
+                                    :disable-selection="True"></c-transaction.item>
+              </div>
+            {% endif %}
+
+            {% if result.type == 'update_or_create_transaction' %}
+              <div>
+                <div class="alert alert-info" role="alert">
+                  {% translate 'Search' %}: {{ result.query }}
+                </div>
+                {% if result.start_transaction %}
+                  <c-transaction.item :transaction="result.start_transaction" :dummy="True"
+                                      :disable-selection="True"></c-transaction.item>
+                {% else %}
+                  <div class="alert alert-danger" role="alert">
+                    {% translate 'No transaction found, a new one will be created' %}
+                  </div>
+                {% endif %}
+                <div class="text-center h3 my-2"><i class="fa-solid fa-arrow-down"></i></div>
+                <c-transaction.item :transaction="result.end_transaction" :dummy="True"
+                                    :disable-selection="True"></c-transaction.item>
+              </div>
+            {% endif %}
+
+            {% if result.type == 'error' %}
+              <div>
+                <div class="alert alert-{% if result.level == 'error' %}danger{% elif result.level == 'warning' %}warning{% else %}info{% endif %}" role="alert">
+                  {{ result.error }}
+                </div>
+              </div>
+            {% endif %}
+
+          {% endfor %}
+        {% endif %}
+      </div>
+      <div class="tab-pane fade" id="logs-tab-pane" role="tabpanel" aria-labelledby="logs-tab" tabindex="0">
+        {% if not logs %}
+          {% translate 'Run a test to see...' %}
+        {% else %}
+          <pre>
+              {{ logs|linebreaks }}
+            </pre>
+        {% endif %}
+      </div>
+    </div>
+  </div>
+</div>

app/templates/rules/fragments/transaction_rule/view.html

@@ -30,21 +30,27 @@
 
     <div class="my-3">
       <div class="tw:text-xl mb-2">{% translate 'Then...' %}</div>
-      {% for action in transaction_rule.transaction_actions.all %}
+      {% for action in all_actions %}
+        {% if action.action_type == "edit_transaction" %}
           <div class="card mb-3">
             <div class="card-header">
-            <div><span class="badge text-bg-primary">{% trans 'Edit transaction' %}</span></div>
+              <div>
+                {% if action.order != 0 %}<span class="badge text-bg-secondary">{{ action.order }}</span>{% endif %}
+                <span class="badge text-bg-primary">{% trans 'Edit transaction' %}</span>
+              </div>
             </div>
             <div class="card-body">
-            <div>{% translate 'Set' %} <span
+              <div>
-                class="badge text-bg-secondary">{{ action.get_field_display }}</span> {% translate 'to' %}</div>
+                {% translate 'Set' %} <span
+                  class="badge text-bg-secondary">{{ action.get_field_display }}</span> {% translate 'to' %}
+              </div>
               <div class="text-bg-secondary rounded-3 mt-3 p-2">{{ action.value }}</div>
             </div>
             <div class="card-footer text-end">
               <a class="text-decoration-none tw:text-gray-400 p-1"
                  role="button"
                  data-bs-toggle="tooltip"
-               data-bs-title="{% translate "Edit" %}"
+                 data-bs-title="{% translate 'Edit' %}"
                  hx-get="{% url 'transaction_rule_action_edit' transaction_rule_action_id=action.id %}"
                  hx-target="#generic-offcanvas">
                 <i class="fa-solid fa-pencil fa-fw"></i>
@@ -52,23 +58,25 @@
               <a class="text-danger text-decoration-none p-1"
                  role="button"
                  data-bs-toggle="tooltip"
-               data-bs-title="{% translate "Delete" %}"
+                 data-bs-title="{% translate 'Delete' %}"
                  hx-delete="{% url 'transaction_rule_action_delete' transaction_rule_action_id=action.id %}"
                  hx-trigger='confirmed'
                  data-bypass-on-ctrl="true"
-               data-title="{% translate "Are you sure?" %}"
+                 data-title="{% translate 'Are you sure?' %}"
                  data-text="{% translate "You won't be able to revert this!" %}"
-               data-confirm-text="{% translate "Yes, delete it!" %}"
+                 data-confirm-text="{% translate 'Yes, delete it!' %}"
                  _="install prompt_swal">
                 <i class="fa-solid fa-trash fa-fw"></i>
               </a>
             </div>
           </div>
-      {% endfor %}
+        {% elif action.action_type == "update_or_create_transaction" %}
-      {% for action in transaction_rule.update_or_create_transaction_actions.all %}
           <div class="card mb-3">
             <div class="card-header">
-            <div><span class="badge text-bg-primary">{% trans 'Update or create transaction' %}</span></div>
+              <div>
+                {% if action.order != 0 %}<span class="badge text-bg-secondary">{{ action.order }}</span>{% endif %}
+                <span class="badge text-bg-primary">{% trans 'Update or create transaction' %}</span>
+              </div>
             </div>
             <div class="card-body">
               <div>{% trans 'Edit to view' %}</div>
@@ -77,7 +85,7 @@
               <a class="text-decoration-none tw:text-gray-400 p-1"
                  role="button"
                  data-bs-toggle="tooltip"
-               data-bs-title="{% translate "Edit" %}"
+                 data-bs-title="{% translate 'Edit' %}"
                  hx-get="{% url 'update_or_create_transaction_rule_action_edit' pk=action.id %}"
                  hx-target="#generic-offcanvas">
                 <i class="fa-solid fa-pencil fa-fw"></i>
@@ -85,41 +93,66 @@
               <a class="text-danger text-decoration-none p-1"
                  role="button"
                  data-bs-toggle="tooltip"
-               data-bs-title="{% translate "Delete" %}"
+                 data-bs-title="{% translate 'Delete' %}"
                  hx-delete="{% url 'update_or_create_transaction_rule_action_delete' pk=action.id %}"
                  hx-trigger='confirmed'
                  data-bypass-on-ctrl="true"
-               data-title="{% translate "Are you sure?" %}"
+                 data-title="{% translate 'Are you sure?' %}"
                  data-text="{% translate "You won't be able to revert this!" %}"
-               data-confirm-text="{% translate "Yes, delete it!" %}"
+                 data-confirm-text="{% translate 'Yes, delete it!' %}"
                  _="install prompt_swal">
                 <i class="fa-solid fa-trash fa-fw"></i>
               </a>
             </div>
           </div>
-      {% endfor %}
+        {% endif %}
-      {% if not transaction_rule.update_or_create_transaction_actions.all and not transaction_rule.transaction_actions.all %}
+      {% empty %}
         <div class="card">
           <div class="card-body">
             {% translate 'This rule has no actions' %}
           </div>
         </div>
-      {% endif %}
+      {% endfor %}
       <hr>
-      <div class="dropdown">
+      <div class="d-grid d-lg-flex gap-2">
+        <div class="dropdown flex-fill">
+          <button class="btn btn-outline-primary text-decoration-none w-100" type="button" data-bs-toggle="dropdown"
+                  aria-expanded="false">
+            <i class="fa-solid fa-flask-vial me-2"></i>{% translate 'Test' %}
+          </button>
+          <ul class="dropdown-menu">
+            {% if transaction_rule.on_create %}
+              <li><a class="dropdown-item" role="link" href="#"
+                     hx-get="{% url 'transaction_rule_dry_run_created' pk=transaction_rule.id %}"
+                     hx-target="#generic-offcanvas">{% trans 'Create' %}</a></li>
+            {% endif %}
+            {% if transaction_rule.on_update %}
+              <li><a class="dropdown-item" role="link" href="#"
+                     hx-get="{% url 'transaction_rule_dry_run_updated' pk=transaction_rule.id %}"
+                     hx-target="#generic-offcanvas">{% trans 'Update' %}</a></li>
+            {% endif %}
+            {% if transaction_rule.on_delete %}
+              <li><a class="dropdown-item" role="link" href="#"
+                     hx-get="{% url 'transaction_rule_dry_run_deleted' pk=transaction_rule.id %}"
+                     hx-target="#generic-offcanvas">{% trans 'Delete' %}</a></li>
+            {% endif %}
+          </ul>
+        </div>
+        <div class="dropdown flex-fill">
           <button class="btn btn-outline-primary text-decoration-none w-100" type="button" data-bs-toggle="dropdown"
                   aria-expanded="false">
             <i class="fa-solid fa-circle-plus me-2"></i>{% translate 'Add new' %}
           </button>
-        <ul class="dropdown-menu dropdown-menu-end w-100">
+          <ul class="dropdown-menu">
-          <li><a class="dropdown-item" role="link"
+            <li><a class="dropdown-item" role="link" href="#"
                    hx-get="{% url 'transaction_rule_action_add' transaction_rule_id=transaction_rule.id %}"
                    hx-target="#generic-offcanvas">{% trans 'Edit Transaction' %}</a></li>
-          <li><a class="dropdown-item" role="link"
+            <li><a class="dropdown-item" role="link" href="#"
                    hx-get="{% url 'update_or_create_transaction_rule_action_add' transaction_rule_id=transaction_rule.id %}"
                    hx-target="#generic-offcanvas">{% trans 'Update or Create Transaction' %}</a></li>
           </ul>
         </div>
       </div>
     </div>
+  </div>
 {% endblock %}

app/templates/transactions/fragments/list_all.html

@@ -5,31 +5,38 @@
 
 <div id="transactions-list">
   {% for x in transactions_by_date %}
-    <div id="{{ x.grouper|slugify }}"
+    <div id="{{ x.grouper|slugify }}" class="transactions-divider"
-         _="on htmx:afterSettle from #transactions if sessionStorage.getItem(my id) is null then sessionStorage.setItem(my id, 'true')">
+         _="on htmx:afterSwap from #transactions if sessionStorage.getItem(my id) is null then sessionStorage.setItem(my id, 'true')">
-      <div class="mt-3 mb-1 w-100 tw:text-base border-bottom bg-body">
+      <div class="mt-3 mb-1 w-100 tw:text-base border-bottom bg-body transactions-divider-title">
         <a class="text-decoration-none d-inline-block w-100"
            role="button"
            data-bs-toggle="collapse"
            data-bs-target="#c-{{ x.grouper|slugify }}-collapse"
            id="c-{{ x.grouper|slugify }}-collapsible"
-           aria-expanded="true"
+           aria-expanded="false"
            aria-controls="c-{{ x.grouper|slugify }}-collapse">
         {{ x.grouper }}
         </a>
       </div>
-      <div class="collapse" id="c-{{ x.grouper|slugify }}-collapse"
+      <div class="collapse transactions-divider-collapse" id="c-{{ x.grouper|slugify }}-collapse"
            _="on shown.bs.collapse sessionStorage.setItem(the closest parent @id, 'true')
               on hidden.bs.collapse sessionStorage.setItem(the closest parent @id, 'false')
-              on htmx:afterSettle from #transactions
+              on htmx:afterSettle from #transactions or toggle
                 set state to sessionStorage.getItem(the closest parent @id)
                 if state is 'true' or state is null
                   add .show to me
                   set @aria-expanded of #c-{{ x.grouper|slugify }}-collapsible to true
-                end">
+                else
+                  remove .show from me
+                  set @aria-expanded of #c-{{ x.grouper|slugify }}-collapsible to false
+                end
+              on show
+                add .show to me
+                set @aria-expanded of #c-{{ x.grouper|slugify }}-collapsible to true">
         <div class="d-flex flex-column">
         {% for transaction in x.list %}
-          <c-transaction.item :transaction="transaction"></c-transaction.item>
+          <c-transaction.item
+            :transaction="transaction"></c-transaction.item>
         {% endfor %}
         </div>
       </div>

app/templates/transactions/pages/transactions.html

@@ -8,45 +8,101 @@
   <div class="container px-md-3 py-3 column-gap-5">
     <div class="row gx-xl-4 gy-3">
       <div class="col-12 col-xl-8 order-2 order-xl-1">
-        <div class="row mb-1">
+        <div class="mb-3">
-          <div class="col-sm-6 col-12">
+          {# Hidden select to hold the order value and preserve the original update trigger #}
-            {#        Filter transactions button #}
+          <select name="order" id="order" class="d-none" _="on change trigger updated on window">
-            <button type="button" class="btn btn-sm btn-outline-primary dropdown-toggle" type="button"
+            <option value="default" {% if order == 'default' %}selected{% endif %}>{% translate 'Default' %}</option>
-                    data-bs-toggle="collapse" data-bs-target="#collapse-filter" aria-expanded="false"
+            <option value="older" {% if order == 'older' %}selected{% endif %}>{% translate 'Oldest first' %}</option>
-                    aria-controls="collapse-filter">
+            <option value="newer" {% if order == 'newer' %}selected{% endif %}>{% translate 'Newest first' %}</option>
-              <i class="fa-solid fa-filter fa-fw me-2"></i>{% translate 'Filter transactions' %}
-            </button>
-          </div>
-          {#        Ordering button#}
-          <div class="col-sm-6 col-12 tw:content-center my-3 my-sm-0">
-            <div class="text-sm-end" _="on change trigger updated on window">
-              <label for="order">{% translate "Order by" %}</label>
-              <select
-                  class="tw:border-0 tw:focus-visible:outline-0 w-full pe-2 tw:leading-normal text-bg-tertiary tw:font-medium rounded bg-body text-body"
-                  name="order" id="order">
-                <option value="default"
-                        {% if order == 'default' %}selected{% endif %}>{% translate 'Default' %}</option>
-                <option value="older"
-                        {% if order == 'older' %}selected{% endif %}>{% translate 'Oldest first' %}</option>
-                <option value="newer"
-                        {% if order == 'newer' %}selected{% endif %}>{% translate 'Newest first' %}</option>
           </select>
+
+          {# Main control bar with filter, search, and ordering #}
+          <div class="input-group">
+
+            <button class="btn btn-secondary position-relative" type="button"
+                    data-bs-toggle="collapse" data-bs-target="#collapse-filter"
+                    aria-expanded="false" aria-controls="collapse-filter" id="filter-button" hx-preserve
+                    title="{% translate 'Filter transactions' %}">
+              <i class="fa-solid fa-filter fa-fw"></i>
+            </button>
+
+            {# Search box #}
+            <label for="quick-search">
+            </label>
+            <input type="search"
+                   class="form-control"
+                   placeholder="{% translate 'Search' %}"
+                   hx-preserve
+                   id="quick-search"
+                   _="on input or search or htmx:afterSwap from window
+                         if my value is empty
+                           trigger toggle on <.transactions-divider-collapse/>
+                         else
+                           trigger show on <.transactions-divider-collapse/>
+                         end
+                         show <.transactions-divider-title/> when my value is empty
+                         show <.transaction/> in <#transactions-list/>
+                         when its textContent.toLowerCase() contains my value.toLowerCase()">
+
+            {# Order by icon dropdown #}
+            <button class="btn btn-secondary dropdown-toggle dropdown-toggle-no-icon" type="button"
+                    data-bs-toggle="dropdown" aria-expanded="false"
+                    title="{% translate 'Order by' %}">
+              <i class="fa-solid fa-sort fa-fw"></i>
+            </button>
+            <ul class="dropdown-menu dropdown-menu-end">
+              <li>
+                <button class="dropdown-item {% if order == 'default' %}active{% endif %}" type="button"
+                        _="on click remove .active from .dropdown-item in the closest <ul/>
+                           then add .active to me
+                           then set the value of #order to 'default'
+                           then trigger change on #order">
+                  {% translate 'Default' %}
+                </button>
+              </li>
+              <li>
+                <button class="dropdown-item {% if order == 'older' %}active{% endif %}" type="button"
+                        _="on click remove .active from .dropdown-item in the closest <ul/>
+                           then add .active to me
+                           then set the value of #order to 'older'
+                           then trigger change on #order">
+                  {% translate 'Oldest first' %}
+                </button>
+              </li>
+              <li>
+                <button class="dropdown-item {% if order == 'newer' %}active{% endif %}" type="button"
+                        _="on click remove .active from .dropdown-item in the closest <ul/>
+                           then add .active to me
+                           then set the value of #order to 'newer'
+                           then trigger change on #order">
+                  {% translate 'Newest first' %}
+                </button>
+              </li>
+            </ul>
           </div>
-          </div>
+
-        </div>
           {# Filter transactions form #}
-        <div class="collapse" id="collapse-filter">
+          <div class="collapse" id="collapse-filter" hx-preserve>
             <div class="card card-body">
-            <form _="on change or submit or search trigger updated on window end
+              <div class="text-end">
+                <button class="btn btn-outline-danger btn-sm tw:w-fit"
+                        _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
+              </div>
+
+              <form _="on change or submit or search trigger updated on window
                          install init_tom_select
                          install init_datepicker"
-                  id="filter">
+                    id="filter" class="mt-3">
                 {% crispy filter.form %}
               </form>
-            <button class="btn btn-outline-danger btn-sm"
+
+              <div class="text-end">
+                <button class="btn btn-outline-danger btn-sm tw:w-fit"
                         _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
               </div>
             </div>
+          </div>
+        </div>
         <div id="transactions"
              class="show-loading"
              hx-get="{% url 'transactions_all_list' %}"

docker-compose.dev.yml

@@ -15,7 +15,7 @@ services:
       - ./frontend/:/usr/src/frontend:z
       - wygiwyh_temp:/usr/src/app/temp/
     ports:
-      - "${OUTBOUND_PORT}:8000"
+      - "${OUTBOUND_PORT:-8000}:${INTERNAL_PORT:-8000}"
     env_file:
       - .env
     depends_on:

docker-compose.prod.yml

@@ -4,7 +4,7 @@ services:
     container_name: ${SERVER_NAME}
     command: /start-single
     ports:
-      - "${OUTBOUND_PORT}:8000"
+      - "${OUTBOUND_PORT:-8000}:${INTERNAL_PORT:-8000}"
     env_file:
       - .env
     depends_on:

docker/dev/django/start

@@ -4,6 +4,9 @@ set -o errexit
 set -o pipefail
 set -o nounset
 
+# Set INTERNAL_PORT with default value of 8000
+INTERNAL_PORT=${INTERNAL_PORT:-8000}
+
 rm -f /tmp/migrations_complete
 
 python manage.py migrate
@@ -13,4 +16,4 @@ touch /tmp/migrations_complete
 
 python manage.py setup_users
 
-exec python manage.py runserver 0.0.0.0:8000
+exec python manage.py runserver 0.0.0.0:$INTERNAL_PORT

docker/prod/django/start

@@ -4,6 +4,9 @@ set -o errexit
 set -o pipefail
 set -o nounset
 
+# Set INTERNAL_PORT with default value of 8000
+INTERNAL_PORT=${INTERNAL_PORT:-8000}
+
 # Remove flag file if it exists from previous run
 rm -f /tmp/migrations_complete
 
@@ -15,4 +18,4 @@ touch /tmp/migrations_complete
 
 python manage.py setup_users
 
-exec gunicorn WYGIWYH.wsgi:application --bind 0.0.0.0:8000 --timeout 600
+exec gunicorn WYGIWYH.wsgi:application --bind 0.0.0.0:$INTERNAL_PORT --timeout 600

frontend/src/styles/_bootstrap.scss

@@ -49,3 +49,7 @@ $theme-colors: map.merge(
 .offcanvas-size-sm {
   --#{$prefix}offcanvas-width: min(95vw, 250px) !important;
 }
+
+.dropdown-toggle.dropdown-toggle-no-icon::after {
+  display:none;
+}

frontend/src/styles/tailwind.css

@@ -9,3 +9,133 @@
 .sidebar-item:not(.sidebar-active) {
     @apply tw:text-gray-300 tw:hover:text-white;
 }
+
+@layer components {
+    .sidebar {
+        @apply tw:z-1020 tw:fixed tw:top-0 tw:start-0 tw:h-full tw:transition-all tw:duration-100;
+    }
+
+    .sidebar-floating {
+        /* Establishes the hover group and sets the collapsed/hover widths for the container */
+        @apply tw:lg:w-16 tw:lg:hover:w-112;
+    }
+
+    .sidebar-floating #sidebar {
+        /* Sets the collapsed/hover widths for the inner navigation element */
+        @apply tw:lg:w-16 tw:lg:group-hover:w-104 tw:transition-all tw:duration-100 tw:overflow-hidden;
+    }
+
+    .sidebar-floating + main {
+        /* Adjusts the main content margin to account for the collapsed sidebar */
+        @apply tw:lg:ml-16 tw:transition-all tw:duration-100;
+    }
+
+    .sidebar-floating .sidebar-item span {
+        /* Hides the text labels and reveals them only on hover */
+        @apply tw:lg:invisible tw:lg:group-hover:visible;
+    }
+
+    .sidebar-floating .sidebar-invisible {
+        /* Hides the text labels and reveals them only on hover */
+        @apply tw:lg:invisible tw:lg:group-hover:visible;
+    }
+
+    .sidebar-floating .sidebar-menu-header {
+        /* Hides the menu headers and reveals them only on hover */
+        @apply tw:lg:hidden tw:lg:group-hover:inline;
+    }
+
+    .sidebar-floating #sidebar-toggle-btn .fa-thumbtack-slash {
+        /* Hides the 'pin' icon in the floating state */
+        @apply tw:hidden!;
+    }
+
+    .sidebar-floating #sidebar-toggle-btn .fa-thumbtack {
+        /* Shows the 'expand' icon in the floating state */
+        @apply tw:inline-block!;
+    }
+
+    .sidebar-floating .sidebar-title span {
+        @apply tw:lg:invisible tw:lg:group-hover:visible
+    }
+
+    .sidebar-submenu-header {
+        @apply tw:flex;
+    }
+
+    .sidebar-floating .sidebar-submenu-header {
+        @apply tw:lg:hidden tw:lg:group-hover:flex;
+    }
+
+    .sidebar-floating .sidebar-submenu-header h5 {
+        @apply tw:lg:invisible tw:lg:group-hover:visible;
+    }
+
+    .sidebar-floating .sidebar-submenu-header button {
+        @apply tw:lg:hidden tw:lg:group-hover:inline;
+    }
+
+    .sidebar-floating .list-unstyled {
+        @apply tw:group-hover:lg:overflow-y-auto tw:lg:overflow-y-hidden tw:overflow-y-auto tw:overflow-x-hidden;
+    }
+
+    .sidebar-floating .sidebar-item {
+        @apply tw:text-wrap tw:lg:text-nowrap ;
+    }
+
+
+    /* --- STATE 2: Fixed (Permanently Expanded) --- */
+    .sidebar-fixed {
+        /* Sets the fixed, expanded width for the container */
+        @apply tw:lg:w-[17%] tw:transition-all tw:duration-100;
+    }
+
+    .sidebar-fixed #sidebar {
+        /* Sets the fixed, expanded width for the inner navigation */
+        @apply tw:lg:w-[17%] tw:transition-all tw:duration-100;
+    }
+
+    .sidebar-fixed + main {
+        /* Adjusts the main content margin to account for the expanded sidebar */
+        @apply tw:lg:ml-[17%] tw:transition-all tw:duration-100;
+
+        /* Using 16vw to account for padding/margins */
+    }
+
+    .sidebar-fixed .sidebar-item {
+        @apply tw:text-wrap;
+    }
+
+    .sidebar-fixed .sidebar-item span {
+        /* Ensures text labels are always visible */
+        @apply tw:lg:visible;
+    }
+
+    .sidebar-fixed .sidebar-menu-header {
+        /* Ensures menu headers are always visible */
+        @apply tw:lg:inline;
+    }
+
+    .sidebar-fixed #sidebar-toggle-btn .fa-thumbtack-slash {
+        /* Shows the 'pin' icon in the fixed state */
+        @apply tw:inline-block!;
+    }
+
+    .sidebar-fixed #sidebar-toggle-btn .fa-thumbtack {
+        /* Hides the 'expand' icon in the fixed state */
+        @apply tw:hidden!;
+    }
+
+    .sidebar-fixed .sidebar-title span {
+        @apply tw:lg:visible;
+    }
+
+    .sidebar-fixed .sidebar-submenu-header {
+        /* Ensures menu headers are always visible */
+        @apply tw:lg:flex;
+    }
+
+    .sidebar-fixed .list-unstyled  {
+        @apply tw:overflow-y-auto tw:overflow-x-hidden;
+    }
+}